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REGISTRATION NOW OPEN - THIS EVENT IS EXPECTED TO SELL OUT!

Date: Wednesday, June 17, 2026

Time: 3:00 PM - 7:00 PM ET

Location: Greenberg Traurig Office, One Vanderbilt Ave, New York, NY 10017

“Beyond the Usual Suspects: Inside the Allocator Channels Smaller Managers May Be Missing”

OCIOs, Endowments, Foundations, and Private Wealth open the door on how they work to maximize asset manager talent

PROGRAM DESCRIPTION

For many managers, particularly diverse and emerging asset managers, the fundraising map looks the same: a short list of known institutional names, familiar conference circuits, and introductions that circle back to the same room. But what about the allocators that emerging managers rarely reach? OCIOs, Endowments and Foundations, and Private Wealth platforms are sitting on a wave of growth and intergenerational capital transfer.

This event exists to close that gap through direct, practitioner-led conversation with the allocators themselves. What do they look for? How do they decide? And what does it actually take to move from a first meeting to a commitment?

REGISTRATION

This event is open to both 

iDAC Members and Non-Members.

Deeply discounted registration rates are available to members.  


iDAC Member Rate (Early Bird) = $150

Non-Member Rate (Early Bird) = $550


**the Allocator Roundtable from 5:30pm to 6:00pm is for member's only**

**Early Bird rates expired at 11:59pm ET on June 10th

 REGISTER HERE

Click Here to learn more about membership

SPONSORSHIP OPPORTUNITIES

All sponsorship packages are offered through the iDAC Foundation, a 501(c)(3) charitable organization, and may be tax-deductible.


Sponsors will help support the Financial Literacy Programs scheduled for June 16th at the Nasdaq NY and June 17th at Bloomberg. Click on the Prospectus to learn more.

SPONSORSHIP PROSPECTUS

THANK YOU TO OUR SPONSORS!

DIAMOND

PLATINUM

GOLD

SILVER

A SPECIAL THANK YOU TO OUR PARTNER


LOOK WHO'S COMING!

Organization
Abbott Capital
ABS Global Investments
American Triple I
Amova Asset Management
Atlantic Health
ATLAS Fellows
Awani Capital
Belay Investment Group
Bivium Capital Partners
BlackAcre Investment Management, LLC
Cabrera Capital Management
Callan
Community Access Unlimited
Commonfund
Dara Strategies
DiCello Levitt
Dier Associates
Digital Alpha
Dimensional Fund Advisors
Disciplina
EnTrust Global
EARNEST Partners
Eastern Shore Capital Management
Empiric Institutional LLC
EnTrust Global
Garcia Hamilton & Associates
GCM Grosvenor
Global Children Financial Literacy Foundation
Global Delta Capital
GlobeFlex Capital
Goldman Sachs Asset Management(Formerly)
Hardman Johnston Global Advisors
iDAC, Inc.
Indago Capital
John S and James L Knight Foundation
Kayne Anderson
Lazard Asset Management
Lisanti Capital Growth
LM Capital Group, LLC
Loop Capital Asset Management
Loop Capital Markets
Maison Infrastructure Capital/td>
MarcyPen Capital Partners/FNEX
Mellon Foundation
Metis Global Partners
Morningside Asset Management
Nasdaq-eVestment
NEPC, LLC
New Catalyst Strategic Partners
Ninety One
Nipun Capital, L.P.
o15 Capital Partners
Office of the New York City Comptroller
OMNIResearch Group
Palisades Investment Partners
Partners Group
Pathway Capital Management
Pugh Capital Management Inc.
Quain Investments
Ramirez Asset Management
Reverence Capital Partners
Robbins Geller
Sage Advisory Services
Siebert Williams Shank & Co., LLC
Sidley Austin, LLP
Stern Brothers
Strategic Global Advisors, LLC
Surdna Foundation
Sustainable Insight Capital Management, LLC
Sycamore Tree Capital Partners
Syntrinsic
Tilden Park Capital
Third Point
Voya Investment Management
VWH Capital Management, LP
Wayve Capital
Westfuller Advisors
ZAIS Group
Zenzic Capital

PROGRAMMING

3:30 PM - 5:30 PM 

SPEAKERS


LAWRENCE BANCROFT

President and CEO

Bivium Capital Partners

Bio

ALLISON BROMLEY

Director of Public Investments

John S and James L Knight Foundation

Bio

ADAM CONNAKER

Vice President of Investments

Surdna Foundation

Bio

RANDALL STRICKLAND

Director, Client Portfolio Manager

Westfuller Advisors

Bio

BEN VALORE-CAPLAN

Founder and Co-President

Syntrinsic

Bio

MATTHEW W. WRIGHT, CFA

President and Chief Investment Officer

Disciplina

Bio

ALLOCATOR ROUNDTABLE

5:30 PM - 6:00 PM

NETWORKING RECEPTION

5:30 PM - 7:00 PM

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