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Welcome to Capital Allocators University!

Our next cohort will take place on Thursday, March 9th, 2023 at the Harvard Club in New York City.
This cohort will be for allocators only.
What they’re saying about CAU
  • “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
  • “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
(Full curriculum may change due to in-person format)
Class will begin at 9 AM ET on Thursday, March 9th and run until 5 PM ET followed by a cocktail reception.

A full course agenda will be sent to attendees upon registration.
Sample Session Outline – Decision Making
What is a Good Decision Process?
Why is Good Decision Making So Hard?
What is True?
Structure
Mindset
Conduct
Feedback
What to Do?
Decision Framework
Risk Management
Quit Decisions
Manager Application
Allocator Application
Includes tips from poker legend and decision making expert Annie Duke
This cohort will be for allocators only.
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