CAPITAL ALLOCATORS
UNIVERSITY

For Investor Relations & Business Development Professionals

December 3rd and 4th, 2024
@Ease 1345
New York City
Education for IR & BD Professionals
Learn best practices for understanding allocators, developing relationships, and building a brand through workshops and peer discussions.

Led by industry experts

Ted Seides

Founder, Host

Capital Allocators

Listen Here

Rahul Moodgal

Director, Partner

Parvus Asset Management

Listen Here

Jen Prosek

Founder, CEO

Prosek Partners

Listen Here

Ron Biscardi

CEO

iConnections

Listen Here

Katie O'Reilly

Managing Director

Prosek Partners

Plus Perspectives from the CIO Seat

Dave Morehead

CIO

Baylor University

Listen Here

Shannon O'Leary

CIO

Saint Paul & Minnesota Foundation

Sarah Samuels

Partner

NEPC

Listen Here

Schedule

Detailed agenda will be sent closer to the event.

Tuesday December 3rd

8:00

Arrival & Breakfast

8:45

Welcome

9:00

Session #1: The Allocator's Perspective

10:00

Round Table #1: Managing LP Relationships

11:15

Session #2: The Manager's Perspective

12:00

Lunch

1:00

Catch Up on the Day

1:30

Round Table #2: Building Relationships

3:00

Session #3: Building a Brand

4:15

Round Table #3: Brand Evaluation and Enhancement

5:00

Cocktails & Dinner

Wednesday December 4th

8:00

Arrival & Breakfast

9:00

Session #4: Maximizing Conferences Panel

9:30

Allocator Panel & Q&A

11:00

Round Table #4: Best Practices

11:45

Closing Luncheon

Partners

Concourse Level, 1345 6th Ave, New York, NY 10105