“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 = $150 | **Non-Member Rate = $550
Early Bird rates expire at 11:59pm ET on June 10th. Rates will increase by $100 after this deadline.
**Participation in the Allocator Roundtable is available to members only
Click Here to learn more about membership
Agenda
The late afternoon will feature three distinct events:
Panel Discussions
3:30 PM – 5:00 PM ET
Allocator Roundtable Sessions (Interactive Q&A)
5:00 PM – 5:30 PM ET
- Small-group discussions between Allocators and Attendees
- Direct access to decision-makers for deeper, more practical conversations
- Participation is reserved for iDAC members only
Networking Reception
5:30 PM – 6:30 PM ET
SPONSORSHIP OPPORTUNITIES
All sponsorship packages are offered through the iDAC Foundation, a 501(c)(3) charitable organization, and may be tax-deductible.
Sponsorship packages include:
- Admission to the Event
- A portion of the sponsorship payment will be considered a Charitable Donation
- Participation in the Financial Literacy Program on June 16th - click on the sponsorship prospectus to learn more
Click here to review sponsorship levels and benefits.
