“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 5pm to 5:30pm is for member's only** **Early Bird rates expired at 11:59pm ET on June 10th
| 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 Program scheduled for June 16th at the Nasdaq NY. Click on the Prospectus to learn more.
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A SPECIAL THANK YOU TO OUR PARTNER |
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LOOK WHO'S COMING! |
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PROGRAMMING
3:30 PM - 5:00 PM
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ALLOCATOR ROUNDTABLE
5:00 PM - 5:30 PM