An On-Demand Experience · Curated by Capital Allocators

The hardest day to invest
is always today.

Capital Allocators University is the experience built to counter that — frameworks, peer community, and an annual event that help institutional investors generate organizational alpha and reduce unforced errors.

Not just a course. An experience.

A course teaches you once. CAU stays with you. Evergreen curriculum, a private peer community, and an annual New York City gathering — one membership, working in three directions at once.

On-Demand Curriculum

Six core modules covering the interdisciplinary skills that compound over a career. Each module pairs frameworks with an assignment for immediate application, and every lesson includes a searchable transcript.

Private Peer Community

Verified LinkedIn groups segmented by persona — allocators in one, managers in another. Active enough to be useful, quiet enough to respect your time. The right peers, the right context, the right conversations.

Annual NYC Gathering

An allocator-only afternoon followed by a combined evening with participating managers. Curated by Capital Allocators – every invitation approved.

Built on what works in the real world.

85%

Immediately applied

teachings to their role

Net Promoter Score

(2x the industry average)

“Capital allocation requires many skills beyond investing. CAU holistically brings all these topics together to make you a more effective investor.”

Carlos Rangel

CIO, W.K. Kellogg Foundation

“The focused skill-building across key disciplines will help us drive better investment returns going forward. Great value for time as part of a commitment to learning and development at all organizational levels.”

Jason Klein

CIO, Memorial Sloan Kettering

“Each session had nuggets of wisdom, and I was excited to share with my team. I wish we all took it together!”

Kasia Karapuda

Senior Director, KU Endowment

“CAU was a helpful reminder that we can always improve our process by challenging the status quo and tested approaches to common challenges as investors.”

Nicholas Hartnett

Senior Principal, Cerity Partners OCIO

The best ideas in the industry, distilled.

"Investing is so difficult that it's incumbent on all of us to reduce unforced errors. That's why we created Capital Allocators University."

Read: The Genesis of Capital Allocators University →

Six Modules.
The Frameworks that Matter.

Each module combines pertinent frameworks with immediate applications and a curated resource library — the books, talks, and podcasts behind every lesson.

Module 01

Maximizing Manager Interviews

Lessons from 25 years investing and 500+ podcast conversations

Module 02

Public Speaking

Command the room and tell stories that land

Module 03

Time Management

How to create personal leverage

Module 04

Effective Decision Making

The best method to improve performance

Module 05

Leadership & Management

What they don't teach you at business school

Module 06

Modern Investment Frameworks

The models shaping allocation decisions today

Manager and Service Provider Add-On

Best-In-Class Investor Relations

Bonus modules taught by Ted and Rahul Moodgal included with all manager and service provider memberships.

Pricing →

The CAU Gathering.
New York City.
begins summer 2027.

A course you take alone. An experience you walk into. Every invitation approved.

Allocator Afternoon

A closed, verified session for institutional allocators only. Candid conversation among peers in a setting built for honest exchange.

✓ Included with Allocator membership

Combined Evening

Allocators, managers, and service providers together — curated and intimate. Capital Allocators controls every invitation. A verified audience in a setting built for real conversation.

Allocators will receive their Gathering invitation a few months before the event. Managers and service providers will have the opportunity to purchase a separate $500 Gathering ticket before the event. All participation is subject to Capital Allocators’ approval.

Simple, transparent pricing.

Recommended for you

Allocator

$749

Annual billing
$549/yr at renewal

6 core curriculum modules
Curated resource library + practical assignments
Verified allocator community
CAU Gathering afternoon session invite
Plus combined evening session

Enroll as Allocator

Premium member? $250 off applied at checkout.

Recommended for you

Manager

$1,249

Annual billing
$999/yr at renewal

6 core curriculum modules
IR Add-On: Best-in-Class IR
Curated resource library + practical assignments
Manager community
CAU Gathering evening session (separate purchase)

Enroll as Manager

Premium member? $250 off applied at checkout.

Recommended for you

Service Provider

$1,249

Annual billing
$999/yr at renewal

6 core curriculum modules
IR Add-On: Best-in-Class IR
Curated resource library + practical assignments
Service provider community
CAU Gathering evening session (separate purchase)

Enroll as Service Provider

Premium member? $250 off applied at checkout.

WITH THANKS TO OUR PRODUCTION PARTNER

What people ask first.

What happens once I register?

The moment you enroll, you will gain access to all video modules, the curated resource library, and the private LinkedIn group.

What's the difference between the Allocator and Manager memberships?

Allocators access the 6 core modules and receive invitations to the CAU Gathering afternoon and evening sessions. Managers and Service Providers access the same 6 modules plus the IR Add-On module (Best-in-Class IR) and can purchase an evening CAU Gathering ticket separately for $500. Persona is declared at registration and subject to Capital Allocators approval.

Is this self-paced or on a schedule?

Fully self-paced. All modules are available on-demand from day one. Each module includes a homework assignment designed for the week that follows, but there are no deadlines or cohort windows.

How does the CAU Gathering work?

The first CAU Gathering will take place Summer 2027. Location, date, and time will be announced closer to the event. Event invitations are subject to Capital Allocators approval. Allocators receive an invitation with their membership covering both the afternoon (allocators only) and combined evening sessions. Managers and Service Providers can purchase a $500 ticket for the combined evening session after enrollment. Denied applicants receive a full refund of the event ticket cost.

What happens to my existing Premium membership?

Existing Premium members receive $250 off their first year of CAU — applied automatically at checkout via email match. At renewal, your Premium membership is absorbed into CAU. One subscription, one bill going forward.

Can I expense this through my organization's L&D budget?

Most members do. CAU is structured as a professional development membership and is typically expensable under learning & development or continuing education budgets. We can provide an invoice and supporting materials upon request.

Is there a team or group membership option?

Currently all memberships are individual. Each login is tied to a named individual. If you're looking to enroll your team, contact us to discuss options.