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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
With the help of past podcast guests
$2500

Individual

I am enrolling myself

What They’re Saying About Capital Allocators University

  • “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
  • “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 was a helpful reminder that we can always improve our process by challenging that status quo and tested approaches to common challenges as investors.”
    Nicholas Hartnett - Executive Director, Agility
  • “Be prepared to learn and share your views and experience with like-minded peers.”
    Ben Cooper - Head of Manager Research, Cardano

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%.

PARTNERS

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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