Where are Consultants Allocating Today? Join Our Office Hours to Learn More!
Tuesday, May 19, 2026
12:30 PM – 1:30 PM ET | 9:30 AM – 10:30 AM PT
Hosted by: Callan
iDAC Members only event
**You must register to receive the calendar invite and Zoom link
We’re launching 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.
This first session will set the foundation for the series and offer practical insight into how managers can engage more effectively with consultants.
SPEAKERS
- Lauren Mathias, CFA, SVP, Diversity, Equity, and Belonging Champion, Callan, and iDAC Board Member
- Brianne Weymouth, CAIA, SVP and Consultant, Callan
- Dario Buechi, VP, Global Manager Research Group, Callan
- Aidan Davison, CFA, VP, Alternatives Consulting Group, Callan
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:
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.
Upcoming Sessions
Office Hours will be held monthly and rotate across leading consulting firms, including:
Callan, Albourne, RVK, and CAPTRUST
Next Session:
June 24, 2026 | 12:00 PM – 1:00 PM ET
Hosted by: Albourne
