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• iDAC's Consultant Office Hours Series: August Event Hosted by RVK

  • When
    17 Aug 2026
  •  
    10:00 AM - 11:00 AM
  • Location
    Virtual - Zoom

  Register

  

  Where are Consultants Allocating Today? Join Our Office Hours to Learn More! 

  Monday, August 17, 2026
  1:00 PM – 2:00 PM ET | 10:00 AM – 11:00 AM PT
  Hosted by: RVK

  iDAC Members only event

  **You must register to receive the calendar invite and Zoom link

  Welcome to the 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

  • Tony Johnson – Co-President, Senior Consultant, Principal; Consulting Team [BIO]
  • Spencer Hunter – Co-President, Senior Consultant, Principal; Consulting Team [BIO]
  • Joe Ledgerwood, CFA – Director of Investment Manager Research, Principal; Investment Manager Research [BIO]
  • Matt Sturdivan, CFA – Director of Traditional Markets, Principal; Investment Manager Research [BIO]
  • Evan Walker – Consultant - Manager Research; Investment Manager Research [BIO]

  
  

  Who Should Attend

  This event is open to iDAC members only from the following cohorts:

  • Broadly Owned Asset Managers
  • Diverse-Owned & Emerging Asset Managers
  • Allied Industry Participants 

  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:

  Consultant Overview (15–20 minutes)

  A senior consultant will provide insight into:

  • Their role and areas of responsibility, how their firm is structured and best practices for engaging with their firm
  • How manager research and client teams interact and investment decisions are made
  • Current client priorities and market trends and what types of managers are gaining traction

  Open Q&A (30–40 minutes)

  • Ask the questions you’ve always wanted to ask

  
  

  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.

  
  

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• Business Development Bootcamp: Practical Skills for Winning Institutional Business

  • When
    19 Aug 2026
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual - Zoom

  Register

  
  

  An iDAC/ AIMSE Collaboration Virtual Event! 

  Wednesday, August 19, 2026
  4:00 PM – 5:00 PM ET | 1:00 PM – 2:00 PM PT
  

  iDAC Members only event

  **You must register to receive the calendar invite and Zoom link

  Join iDAC’s Diverse and Emerging Manager Cohort for a member-only Business Development Bootcamp featuring an abbreviated version of AIMSE’s premier training workshop. This session, offered through an AIMSE D&I Committee-led collaboration with iDAC, will provide practical guidance on what wins business in institutional investing, including insights into investor psychology, storytelling and positioning, relationship building, and effective follow-up.

  SPEAKERS

  • Moderator: Deanna Hobson, CEO, Pugh Capital Management
  • Chris Rae, Co-Founder, Storm Capital; past AIMSE President and Board Member; and Annual AIMSE Bootcamp Leader

  
  

  Who Should Attend

  This event is open to all iDAC members only from all cohorts

  iDAC reserves the right to remove any registrant who does not meet eligibility requirements.

  Session goals

  The session will focus on practical business development insights, including:

  • What wins business
  • Investor psychology
  • Storytelling and positioning 
  • Relationship building and follow-up

  
  

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• iDAC, Inc's 2026 5th Annual Global Summit on Talent Maximization

  • Start
    22 Sep 2026
  •  
  • End
    25 Sep 2026
  •  
  • Location
    VEA Newport Beach, 900 Newport Center Drive, Newport Beach, CA 92660

  Register

  
  

  
  

  Sponsor Prospectus	Agenda	Confirmed Sponsors
  Click Here	Click Here	Click here

  
  

  Registration Information

  **You must be logged in with your membership credentials to see the member ticket types

  • LPs and Non Profits = complimentary
  • Consultant Member = $200 standard / Non-Member = $750
  • iDAC Member = $2800 standard / Non-Member = $4,000
  • iDAC Small Firm Member =$1400 standard / Non-Member = $2500
  • Non-Working and Student Member = $100 standard / Non-Member = $200

  HOTEL ACCOMMODATIONS

  iDAC, Inc. has secured a group rate of $329 + 15% tax and $1.60 Tourism Fee (resort fee waived).

  Reserve your room at this link: https://book.passkey.com/go/idacglogalsummit

  Discounted room rate is available until Monday, August 31, 2026

  
  

  WHEN: September 22-24, 2026

  WHERE: VEA Newport Beach, A Marriott Resort & Spa; 900 Newport Center Drive, Newport Beach, CA 92660

  CANCELLATION POLICY

  Due to contractual commitments, there will be no refunds after September 4, 2026. 

  
  

  To receive the member rate, please ensure you are logged in to your iDAC membership account before registering. If you do not remember your password, use the “Forgot Password” link on the login page. Questions about membership? Please contact Marisha Gonzalez at admin@idacfinance.org for assistance.

  
  

  Group Registration

  If you are registering multiple attendees from your organization, please complete the first registration and select “Invoice Me” at checkout. After submitting the registration, you will have the option to add additional registrants to the same invoice, allowing all registrations to be billed together.

  
  

  Important Registration Notes

  • If you are registering on behalf of another attendee, please enter the attendee’s information (not your own) in the registration fields so badges and event communications are accurate.

  • Please ensure the attendee’s name and organization are entered correctly for badge printing.

  • To avoid duplicate registrations, please do not submit multiple registrations for the same attendee. If you need to make changes after registering, contact admin@idacfinance.org and we will be happy to assist.

  To return to the main conference page on www.idacfinance.org, please click HERE.

  
  

  
  

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