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CAPITAL ALLOCATORS UNIVERSITY

Thursday, September 14th, 2023
Harvard Club of New York City
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Executive 
Education

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

Dissecting Modern Investment Frameworks

With Help from Industry Leaders
Jenny Heller
President and Chief Investment Officer
Brandywine Group Advisors
Listen Here
Kim Lew
Chief Executive Officer
Columbia Investment Management Company
Listen Here
Brian O’Neil
Former CIO
Robert Wood Johnson Foundation
Ana Marshall
Vice President and Chief Investment Officer
William and Flora Hewlett Foundation
Listen Here

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.
CAU Blog

by the 
Numbers

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%.
NEW YORK CITY

HARVARD CLUB

Harvard Club of New York City, West 44th Street, New York, NY
team@capitalallocators.comREGISTER NOW
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