Santangel's Roundtable Allocator Registration

For which event are you registering (select all that apply)?

May 6, 2027

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First Name*

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Last name*

Firm name*

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Position Title*

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Email*

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Phone

Street Address*

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Address Line 2

City*

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State / Province / Region*

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Zip Postal Code*

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Country*

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Company Assets Under Management*

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Allocator Type*

Endowment / Foundation

Family Office / Multi Family Office

Consultant

Fund of Funds

RIA

Individual Investor

Pension Plan

OCIO

Other

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Other Response

Our policy is not to share allocator email addresses without explicit permission. If you consent below, we will share your email address only with the managers you meet during scheduled Roundtable meetings.
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Do you consent to us sharing your email address with the managers you meet?

Yes

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Do you have any dietary restrictions? If so, please describe so we can accommodate your requests:

Please provide a sentence or two about your firm to be provided to the managers you will be meeting with at the Roundtable?*

Please provide a sentence about your firm.

Please let us know if there are any particular strategies / mandates you're currently looking for:*

Please let us know what you're looking for.

Please recommend a manager that you would like to see at a future Roundtable?

QUALIFIED PURCHASER QUALIFICATION

In addition, you hereby confirm that you, or the Company if you are registering on behalf of the Company, are a “Qualified Purchaser” under Section 2(a)(51) of the Investment Company Act of 1940 and the rules thereunder.Please check any of the following boxes that apply.

If none apply, please check “None.”

For Natural Person Registrants:

An individual that owns, separately or through a joint, community property or other similar shared ownership interest with such person’s spouse, not less than $5,000,000 in investments, as defined by the U.S. Securities and Exchange Commission.

Who had an individual income in excess of $200,000 in each of the two most recent years, or joint income with his or her spouse or spousal equivalent in excess of $300,000 in each of the two most recent years, and who reasonably expects to reach the same income level in the current year;

For Entity Registrants:

A company, partnership, trust or other entity that (i) is owned directly or indirectly by, or for, two or more natural persons who are related as siblings, spouses, including former spouses, direct lineal descendants by birth or adoption, spouses of such persons, the estates of such persons, or foundations, charitable organizations or trusts established by, or for the benefit of, such persons; (ii) owns not less than $5,000,000 in investments, each such entity satisfying (i) and (ii) constituting a “Family Company”; and (iii) was not formed for the specific purpose of investing in any particular security.

A trust, other than a Family Company, that (i) was not formed for the specific purpose of investing in any particular security and (ii) as to which the trustee, or other person authorized to make decisions with respect to the trust, and each settlor or other person who has contributed assets to the trust is a “Qualified Purchaser.”

A company, partnership, trust or other entity that (i) was not formed for the specific purpose of investing in any particular security, (ii) acts for its own account or the accounts of other Qualified Purchasers, and (iii) in the aggregate owns and invests on a discretionary basis not less than $25,000,000 in investments.

A “Qualified Institutional Buyer” as defined in Rule 144A under the U.S. Securities Act of 1933 that satisfies the requirements for treatment as a Qualified Purchaser under Rule 2a51-1, including the applicable ownership and investment thresholds.

A company, partnership or other entity whose securities are beneficially owned exclusively by Qualified Purchasers.

None of the above.

Please select at least one option.

TERMS AND CONDITIONS OF PARTICIPATION IN SANTANGEL’S ROUNDTABLE

These Terms and Conditions of Participation (these “Terms”), together with the applicable registration materials, govern participation by an allocator or investment organization (the “Allocator”) in any Santangel’s Roundtable or other event organized by Santangel’s Review, LLC (“Santangel’s”) (each, an “Event”).

By registering for an Event, the Allocator agrees to these Terms. The individual completing the registration represents and warrants that he or she is authorized to register and accept these Terms on behalf of the Allocator. The Allocator is responsible for ensuring that each of its employees, principals, representatives, agents and other individuals attending the Event on its behalf (collectively, “Representatives”) is made aware of and complies with these Terms.

1. Registration and Participation

1.1 Admittance
Registration entitles the Allocator and its registered Representatives to attend the Event for which the Allocator has registered, subject to these Terms and any eligibility or attendance requirements established by Santangel’s.Registration may not be transferred to another organization. The Allocator may request to substitute one of its Representatives, subject to Santangel’s prior approval.All travel, lodging and other costs associated with participation in the Event are the sole responsibility of the Allocator and its Representatives. Santangel’s will have no responsibility or liability for such costs.

1.2 Event Schedule, Meetings and Content
Santangel’s reserves the right to modify the Event as reasonably necessary, including its schedule, format, venue, speakers, presenters, programming, meeting schedules, networking sessions and other content.Santangel’s will use reasonable efforts to administer the Event and scheduled meetings as contemplated. However, individual participants may cancel, change their schedules or fail to attend. Santangel’s does not guarantee the attendance of any particular manager or participant, the completion of any particular meeting, or any investment, business relationship or other result arising from participation in the Event.

1.3 Allocator Representatives
The Allocator is responsible for the conduct of its Representatives and for ensuring that they comply with these Terms and all applicable laws, regulations, professional obligations and venue policies.Santangel’s reserves the right, in its reasonable discretion, to refuse admission to or remove any individual whose conduct is disruptive, inappropriate, unlawful, inconsistent with these Terms or detrimental to the Event or its participants.

2. Eligibility and Qualification
Participation in the Event is limited to individuals and entities that satisfy Santangel’s eligibility requirements, including the Accredited Investor and Qualified Purchaser requirements specified in the applicable registration materials.By registering, the Allocator represents that the information provided in its qualification certification and registration materials is true and accurate to the best of its knowledge and that the individual or entity on whose behalf it is participating satisfies the applicable qualification requirements.The Allocator agrees to notify Santangel’s if, prior to the Event, it becomes aware that information material to its eligibility was inaccurate when submitted or is no longer accurate.Santangel’s is entitled to rely on the information and certifications provided by the Allocator in determining eligibility to participate and is not responsible for independently verifying the Allocator’s qualification.

3. Manager Materials and Information

3.1 Manager Materials
In connection with the Event, Santangel’s may provide the Allocator with information and materials concerning participating investment managers, funds and investment strategies, including manager summaries, presentations, marketing materials, due diligence materials and materials made available through an Event data room (“Manager Materials”).Manager Materials are provided solely to facilitate the Allocator’s evaluation of participating managers and its participation in the Event.Santangel’s does not undertake to independently verify the completeness, accuracy or regulatory compliance of Manager Materials. Each participating manager is responsible for its own materials and communications.

3.2 Use of Manager Materials
The Allocator may share Manager Materials internally with its Representatives and with its legal, tax, investment and other professional advisers who reasonably need the information for purposes of evaluating the applicable manager or investment opportunity.Except as otherwise authorized by the applicable manager or required by law, the Allocator may not publish, publicly distribute, post online, provide to the media, or broadly distribute non-public Manager Materials to unrelated third parties.Nothing in these Terms restricts the Allocator’s use or disclosure of information that is publicly available through no breach of these Terms, was lawfully known to the Allocator without restriction before disclosure, was independently developed without use of confidential information, or was lawfully obtained from another source without an obligation of confidentiality.

4. Securities and Investment Matters
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4.1 No Recommendation or Endorsement
The invitation, acceptance, participation or inclusion of any manager, fund, investment strategy or other participant in an Event does not constitute an endorsement, recommendation, approval or determination by Santangel’s Review, LLC or Hollister Associates, LLC (“Hollister”) regarding the merits, suitability, quality, legality or advisability of any manager, fund, investment strategy, security or investment.Neither Santangel’s nor Hollister represents that any manager or investment opportunity presented or discussed in connection with the Event is suitable or appropriate for any particular investor.Each Allocator is solely responsible for conducting its own due diligence, evaluating any manager and investment opportunity, making its own investment decisions, and consulting its own investment, legal, tax, regulatory, accounting and other advisers.Steven Friedman and Ted Sirbaugh are registered representatives of Hollister Associates, LLC. Santangel’s Review, LLC is a separate business and is not affiliated with Hollister. Hollister is referenced in this Section solely for purposes of the foregoing disclaimer. Hollister is not a party to these Terms, and nothing in these Terms creates any contractual relationship between the Allocator and Hollister.

4.2 No Investment or Professional Advice
The Event and materials prepared or distributed by Santangel’s in connection with the Event are intended to facilitate discussion and introductions among professional investment managers and investors.Nothing provided by Santangel’s in connection with the Event constitutes investment, legal, tax, accounting or regulatory advice, or a recommendation to purchase, sell or hold any security or make any investment.Statements and opinions expressed by managers, allocators, speakers and other participants are solely those of the applicable participant and do not necessarily reflect the views of Santangel’s.

5. Confidentiality and Conduct

5.1 Private Nature of the Event
The Event is intended to be a private forum for professional discussions among registered participants.Participants may not publicly disclose, publish, broadcast or attribute statements made by another participant at the Event without that participant’s prior consent.In particular, discussions at the Event may not be quoted, attributed or provided to any media outlet or journalist without the prior consent of the person whose statements would be disclosed.

5.2 Confidential Materials
The Allocator may not reproduce, publish, distribute or otherwise disclose non-public materials provided by Santangel’s or another Event participant except:
(a) to its Representatives and professional advisers who reasonably need the information for legitimate business or investment purposes and who are subject to appropriate confidentiality obligations;
(b) with the prior consent of the party that provided the information; or
(c) where disclosure is required by applicable law, regulation, subpoena, court order or governmental authority.

These restrictions do not apply to information that the Allocator can demonstrate:
(a) is or becomes publicly available through no breach of these Terms;
(b) was lawfully known to the Allocator without restriction before disclosure;
(c) was independently developed without use of the confidential information; or
(d) was lawfully obtained from another person without an obligation of confidentiality.

5.3 Attendee Information
Attendee lists, contact information, meeting schedules and other non-public information regarding Event participants are provided solely for legitimate purposes related to participation in the Event.The Allocator may use contact information obtained through the Event for appropriate business follow-up with the applicable participant but may not sell, publish, broadly distribute or provide an Event attendee list or other non-public attendee information to an unrelated third party.

5.4 Recording and Photography by Participants
Participants may not audio record, video record, livestream or otherwise record or broadcast any presentation, meeting, discussion or other portion of the Event without the prior consent of Santangel’s and the individuals being recorded.Santangel’s may separately designate particular sessions, discussions or materials as not subject to photography.

6. Event Photography and Promotional Use
Santangel’s or its designated photographers may photograph or record general portions of the Event for archival, editorial and promotional purposes.By attending the Event, each Allocator and its Representatives acknowledge that they may appear in photographs or video footage taken in common areas or during Event programming and authorize Santangel’s to use such photographs or footage in connection with Santangel’s business, including on its website, in Event recaps, on social media and in other promotional or informational materials, without additional compensation.A Representative who does not wish to be featured in an identifiable individual photograph or video may notify Santangel’s in writing before the Event, and Santangel’s will use reasonable efforts to honor that request.

7. Privacy and Contact Information
Santangel’s may collect and use information submitted by the Allocator and its Representatives as reasonably necessary to evaluate registrations, determine eligibility, organize and administer the Event, arrange meetings, communicate with participants, maintain business records and provide related services.Information may be disclosed as reasonably necessary to service providers, venues, technology providers, professional advisers and other Event participants where appropriate to administer the Event.Because the Event is designed to facilitate meetings between investment managers and allocators, the Allocator acknowledges that its name, title, organization and other information reasonably necessary to facilitate Event participation and scheduled meetings may be provided to participating managers.Santangel’s will not provide an Allocator Representative’s email address to participating managers without the Representative’s explicit consent. If such consent is provided through the registration process, Santangel’s may provide the Representative’s email address only to the managers with whom the Representative meets during scheduled Roundtable meetings.Santangel’s does not sell attendee personal information to third parties for their independent marketing purposes.

8. Cancellation, Rescheduling and Force Majeure

8.1 Allocator Cancellation
If the Allocator or any of its Representatives is unable to attend the Event, the Allocator agrees to notify Santangel’s as soon as reasonably practicable.The Allocator may request to substitute another appropriate Representative from the same organization, subject to Santangel’s approval.

8.2 Event Cancellation or Rescheduling
Santangel’s may postpone, reschedule, relocate or modify an Event where reasonably necessary.If the Event is rescheduled to occur within 120 days of the originally scheduled date, the Allocator’s registration will automatically apply to the rescheduled Event.

8.3 Force Majeure
Santangel’s will not be liable for any delay, modification, relocation or cancellation caused by circumstances beyond its reasonable control, including severe weather, natural disasters, fire, flood, epidemic or public health emergency, acts or threats of terrorism, war, civil disturbance, governmental action, labor disruption, transportation interruption, utility or technology failure, venue unavailability or similar circumstances.

9. Disclaimer of Warranties
Information presented or exchanged at the Event may be provided by managers, allocators, speakers or other third parties. Santangel’s does not undertake to independently verify the completeness, accuracy or reliability of such information.To the fullest extent permitted by applicable law, the Event, Event materials and related services are provided without any representation or warranty, express or implied, regarding their accuracy, completeness, merchantability, fitness for a particular purpose, investment performance or results.Santangel’s has no responsibility for any investment decision, investment performance, transaction, failure to invest, business relationship or other action taken or not taken by any participant as a result of an Event or information obtained in connection with an Event.No Allocator should rely on Santangel’s for legal, regulatory, tax, accounting, investment or other professional advice.

10. Limitation of Liability
To the fullest extent permitted by applicable law, Santangel’s and its members, managers, officers, employees, representatives and agents (collectively, the “Santangel’s Parties”) will not be liable for any indirect, incidental, special, exemplary, punitive or consequential damages, or for any lost profits, lost investment opportunity, lost business opportunity or similar economic loss, arising out of or relating to the Event or these Terms, regardless of the theory of liability.To the fullest extent permitted by applicable law, the maximum aggregate liability of Santangel’s arising out of or relating to the Event or these Terms, whether in contract, tort, negligence or otherwise, will not exceed the amount, if any, actually paid by the Allocator to Santangel’s for participation in the applicable Event.Nothing in these Terms excludes or limits liability to the extent such liability cannot lawfully be excluded or limited.

11. Indemnification
The Allocator agrees to indemnify, defend and hold harmless the Santangel’s Parties from and against any third-party claim, action, proceeding, liability, loss, damage, judgment, cost or reasonable expense, including reasonable attorneys’ fees, arising out of or relating to:
(a) the Allocator’s or any Representative’s material breach of these Terms;
(b) the Allocator’s or any Representative’s unlawful or unauthorized use or distribution of Manager Materials or other confidential Event information; or
(c) the misconduct, negligence or unlawful acts of the Allocator or its Representatives in connection with the Event.

The Allocator will have no obligation under this Section to the extent a claim results from the gross negligence, willful misconduct or violation of law by the Santangel’s Party seeking indemnification.

12. Health, Safety and Venue Requirements
The Allocator and its Representatives must comply with all applicable laws and reasonable health, safety, security and operational requirements imposed by Santangel’s or the Event venue and in effect at the time of the Event.Each participant is responsible for determining whether he or she is able to safely attend and participate in the Event.

13. Intellectual Property
All Event materials created by Santangel’s, including Event branding, schedules, manager summary compilations, written content, graphics and other proprietary materials, remain the property of Santangel’s or its applicable licensors.Manager Materials remain the property of the applicable manager or its licensors.No right or license to use Santangel’s names, trademarks, logos or other intellectual property is granted except with Santangel’s prior written consent.

14. No Partnership, Agency or Fiduciary Relationship
Participation in an Event does not create a partnership, joint venture, fiduciary relationship, employment relationship or agency relationship between the Allocator and Santangel’s.Neither party has authority to bind the other or make commitments on the other party’s behalf.

15. Governing Law
These Terms will be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts, without regard to its conflict-of-laws principles.

16. General Provisions

16.1 Entire Agreement
These Terms, together with the applicable Event registration materials, constitute the entire agreement between Santangel’s and the Allocator regarding participation in the Event and supersede prior or contemporaneous understandings relating to that subject matter.

16.2 Amendments
Santangel’s may update these Terms from time to time for future Events. The Terms presented to and accepted by the Allocator in connection with its registration will govern that registration unless Santangel’s and the Allocator otherwise agree in writing.

16.3 Severability
If any provision of these Terms is determined to be invalid, illegal or unenforceable, that provision will be enforced to the maximum extent permissible and the remaining provisions will remain in full force and effect.

16.4 Waiver
A failure or delay by Santangel’s in exercising any right under these Terms will not constitute a waiver of that right.16.5 Electronic Acceptance
Electronic acceptance of these Terms, including acceptance through an online registration process, will have the same force and effect as a handwritten signature to the extent permitted by applicable law.

Please Confirm

I confirm my review, acknowledgment and agreement with all terms and conditions.

Please confirm your agreement to continue.

I certify that, to the best of my knowledge, all provided information is true and accurate.

Please certify that your information is accurate.

Digital Signature For Consenting to Terms

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Thank you! Your registration has been received and we are excited to welcome you to the Santangel's Roundtable. We will be in touch shortly with additional information.