iDAC's Consultant Office Hours Series: July Event Hosted by CAPTRUST

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

Wednesday, July 29, 2026
1:00 PM – 2:00 PM ET | 10:00 AM – 11:00 AM PT
Hosted by: CAPTRUST

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

• Ellen R. Shaer, CFA  [Director | Investment Strategist]  BIO
• Graham Hawes, CFA [Senior Analyst, Investment Research] BIO
• Christina Morelli, CFA [Senior Analyst, Investment Research] BIO
• Stephen D. Wilt, CIMA [Principal | Financial Advisor I Chair Inclusion & Diversity Council] 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
• 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:
Date and Time TBA
Hosted by: