CAPITAL ALLOCATORS
UNIVERSITY

December 5th, 2024
Harvard Club of New York City

Education For Future Leaders

Helping future investment leaders learn
the skills required to excel as allocators.

Frameworks

Interviewing Money Managers

Creating Personal Leverage

Improving Decision Making in the Investment Office

Dissecting Modern Investment Frameworks

With help from industry peers and other experts

Dave Morehead

CIO

Baylor University

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Shannon O'Leary

CIO

Saint Paul & Minnesota Foundation

Daylian Cain

Senior Lecturer

Yale School of Management

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Laurence Carr

Communications & Credibility Analysis Expert

Former Head of Behavioral Assessment, AKO Capital Former Detective Chief Superintendent, Her Majesty’s Inspectorate of Constabulary

Full Curriculum

What They’re Saying About Capital Allocators University

Capital allocation requires many skills beyond investing. CAU holistically brings all these topics together to make you a more effective allocator in an environment where you can practice your new skills and grow your network.

Carlos Rangel - CIO, W.K. Kellogg Foundation

The focused skill-building across key disciplines will help us drive better investment returns going forward. Great value for time as part of a commitment to learning and development at all organizational levels.

Jason Klein - CIO, Memorial Sloan Kettering Cancer Center

Each session had nuggets of wisdom, and I was excited to share with my team. I wish we all took it together!

Kasia Karapuda - Senior Investment Officer, Oberlin College

CAU was a helpful reminder that we can always improve our process by challenging that status quo and tested approaches to common challenges as investors.

Nicholas Hartnett - Executive Director, Agility

Be prepared to learn and share your views and experience with like-minded peers.

Ben Cooper - Head of Manager Research, Cardano

Schedule

8:30

Arrival & Breakfast

9:15

Session #1: Interviewing & Credibility Analysis

10:30

Session #2: Red Teaming 2.0

12:00

Lunch

1:30

Session #3: Creating Personal Leverage

3:00

Session #4: CIO Q&A

4:30

Debrief

5:00

7:00

Cocktail Reception

Our
Mission

Our community already knows most of what matters within the field. It’s the interdisciplinary education outside of investing that allows us to identify new sources of return.

Learning in the company of others can be far more powerful than figuring things out on your own. We are building a community of institutional allocators and sharing the non-investment disciplines that strengthen their organizations and drive investment results.

CAPITAL ALLOCATORS UNIVERSITY