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
