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

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.