Education For
Future Leaders
Helping future investment leaders learn
the skills required to excel as allocators.
the skills required to excel as allocators.
Frameworks
Interviewing Money Managers
Creating Personal Leverage
Improving Decision Making in the Investment Office
Dissecting Modern Investment Frameworks
With Help from Industry Leaders
Schedule
8:30
Arrival & Breakfast
9:15
Session #1: Interviewing Money Managers
10:30
Session #2: Effective Decision Making in the Investment Process
12:00
Lunch
1:30
Session #3: Creating Personal Leverage
3:00
Session #4: 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.
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%.
New York City
Harvard Club
Harvard Club of New York City, West 44th Street, New York, NY