Where are Consultants Allocating Today? Join Our Office Hours to Learn More!
Wednesday, June 24, 2026
12:00 PM – 1:00 PM ET | 9:00 AM – 10:00 AM PT
Hosted by: Albourne
iDAC Members only event
**You must register to receive the calendar invite and Zoom link
Join us for the 2nd iDAC Consultant Office Hours Series through the Consultant Cohort — a new initiative designed to provide greater transparency into how consulting firms evaluate managers, allocate capital, and make investment decisions.
SPEAKERS
Who Should Attend
This event is open to iDAC members only from the following cohorts:
- Broadly Owned Asset Managers
- Diverse-Owned & Emerging Asset Managers
- Consultants
iDAC reserves the right to remove any registrant who does not meet eligibility requirements.
What to Expect
Each session follows a structured, one-hour format designed to be both informative and interactive:
An overview of who we are, our client base, and how managers typically engage with our team—from initial interaction through ongoing coverage and client engagement.
- Research & Due Diligence Framework
A walkthrough of our investment research process, including IDD, QDD, and ODD, along with guidance on how managers can effectively position themselves for engagement.
We will also introduce Albourne's Moatspace and outline data-sharing expectations.
- Operational Due Diligence: What to Expect
Insight into the objectives and structure of our ODD process, the key areas we evaluate, and what managers can expect throughout the engagement.
We will also highlight how ODD can serve as a constructive “gap analysis” aligned with industry best practices.
- Common Pitfalls & How to Prepare
Practical guidance on areas where managers often face challenges, along with actionable steps to help you prepare and avoid common issues.
An open forum to address your questions directly with our speakers.
Why Attend
This series is designed to help investment managers:
- Better understand how consulting firms operate and identify the right points of contact
- Improve how they communicate their value proposition
- Spend time more efficiently when engaging with consultants
- Increase the likelihood of productive, well-aligned relationships
At its core, this initiative supports iDAC’s mission of improving access, communication, and transparency across the investment ecosystem.
Upcoming Sessions
Office Hours will be held monthly and rotate across leading consulting firms, including:
Callan, Albourne, RVK, and CAPTRUST
Next Session:
Date and Time: July 29th from 1:00pm to 2:00pm ET
Hosted by: CAPTRUST
