Ted has distilled 25 years’ experience in investment management and over 400 podcast interviews into various frameworks to help strengthen senior investment professionals and their organizations to generate “internal alpha.”
Frameworks for Allocators
Interviewing Money Managers
Leading and Managing an Investment Organization
Improving Decision Making in the Investment Office
Please fill out the form below to join the waitlist for CAU4
What They’re Saying About Capital Allocators University
Capital allocation requires many skills beyond investing. CAU holistically brings all these topics together to make you a more effective allocator in an environment where you can practice your new skills and grow your network.
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 Cancer Center
“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 Investment Officer, Oberlin College
“CAU was a helpful reminder that we can always improve our process by challenging that status quo and tested approaches to common challenges as investors.”
Nicholas Hartnett - Executive Director, Agility
“Be prepared to learn and share your views and experience with like-minded peers.”
Ben Cooper - Head of Manager Research, Cardano
schedule
THURSDAY
September 14th
8:30
Arrival
9:00
Breakfast and Small Group Discussion #1
9:30
Morning Session #1: Interviewing Money Managers
11:10
Morning Session #2: Leading and Managing an Investment Organization
12:30
Lunch and Small Group Discussion #2
1:30
Afternoon Session #1: Effective Decision Making in the Investment Process
3:10
Afternoon Session #2: Dissecting Modern Investment Frameworks
4:30
Debrief
5:00 - 7:00
Cocktail Reception
OUr Mission
Our community already knows most of what matters within the field. It’s the interdisciplinary education outside of investing that allows us to identify new sources of return.
Learning in the company of others can be far more powerful than figuring things out on your own. We are building a community of institutional allocators and sharing the non-investment disciplines that strengthen their organizations and drive investment results.
85% of participants reported they will immediately apply the teachings of CAU to their current role.
55 Avg. Net Promoter Score: on average, participants reported a likelihood to recommend CAU to a friend or colleague at more than twice the industry average.
Participants said their job performance in areas related to CAU will improve by 47%.
