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Strengthening Senior Investment Professionals and their Organizations to Generate Internal Alpha

Spring Cohort Orientation, April 1, 2022
What they’re saying about CAU
  • “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 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
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

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
Q&A with Khe Hy, Founder of RadReads
Leadership & Management
Q&A with Shundrawn Thomas, President at Northern Trust Asset Management
Communications & Networking
Q&A with Rahul Moodgal, Director at Parvus Asset Management
Interviewing
Q&A with Jenny Heller, CIO at Brandywine Group Advisors and David Barrett, Founder and Managing Partner at David Barrett Partners
Decision Making
Q&A with Annie Duke, former professional poker player, best-selling author
Investment Frameworks
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