“Capital allocating 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
“The teachings from the course have already impacted my role and organization and will continue to do so in the future.”
Anthony Brzostowski, Director, Soditic Asset Management
“Be prepared to learn and share your views and experience with like-minded peers.”
Ben Cooper, Head of Manager Research,
Cardano
“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 participants can look forward to life and work lessons – that you can share with others and make a difference. That makes CAU a great personal investment.”
Muitheri Wahome, Founder & CEO Asset Management Research Institute
Six sessions, Tuesdays at 10:30am EST
Taught by Ted with insights from podcast guests
Live guest Q&A
Allocator-to-Allocator Peer Networking
Manager-to-Manager Peer Networking
No programmed opportunities for manager-to-allocator networking.
Replays available
Thanks to our presenting Sponsors
Agenda
All sessions will begin at 10:30 AM EST Classes taught by Ted
Creating Personal Leverage
with Khe Hy, Founder of RadReads
Leadership & Management
with Jim Dunn, CEO & CIO at Verger Capital Management & Shundrawn Thomas, President at Northern Trust Asset Management
Communication & Networking
Helen Lie, Stanford University Lecturer on Oral Communication and Rhetoric & Rahul Moodgal, Director at Parvus Asset Management
Interviewing
with Jenny Heller, CIO at Brandywine Group Advisors
Decision Making
with Annie Duke, former professional poker player, best-selling author
Investment Frameworks
with Stephen Gilmore, CIO of NZ Super Fund & Scott Malpass, former CIO at Notre Dame University
…And More
Creating Personal Leverage – April 5th
Q&A with Khe Hy, Founder of RadReads
Communications & Networking – April 12th
Q&A with Rahul Moodgal, Director at Parvus Asset Management
Leadership & Management – April 19th
Q&A with Shundrawn Thomas, President at Northern Trust Asset Management
Interviewing – April 26th
Q&A with David Barrett, Founder and Managing Partner at David Barrett Partners
Decision Making – May 3rd
Q&A with Annie Duke, former professional poker player, best-selling author
Investment Frameworks – May 10th
Q&A with Jenny Heller, CIO at Brandywine Group Advisors
