Regional Intersect Conferences
Be a part of a boutique panel conference in your area, designed to bring you high level content based on deep research, with a focus on market trends, industry innovations, and an understanding of capital flow. Our agendas are based on how senior allocation decision makers are thinking about issues that matter most to you – not a laundry list of investment strategies. Vetted, senior-level intelligence.
Investment Strategy Salon Dinners
Join a small, curated group of senior investment professionals from RIAs, family offices, and institutional allocators for an evening of sophisticated conversations about markets and investment strategies over dinner at a popular local restaurant. Hear how your colleagues are assessing new funds’ role in your portfolio. Small group access to peers and ideas.
Sector Stories
Engage in a conversation about the ideas that drive your allocation decisions at thematic driven panel discussions that focus on themes, not asset classes. Dive deep into concepts like the return of tangibles, the quest for liquidity, tax strategies, portfolio construction tools and more. High-level conversations that emphasize depth over breadth. Reach out to help shape the agenda so we can tell your story.
Princeton | Tarrytown | Fort Lauderdale | Washington DC | Charlotte | Denver | Seattle | Atlanta | Dallas | Tyson’s Corner | Purchase | Scottsdale | Stamford | Morristown | Austin | Minneapolis | White Plains
Principal, Investment Consulting Firm
“Super topical, great engagement, that was a pleasant surprise”
Relationship Manager, Investment Management Firm
“Good content, good speakers, good networking time and overall feedback allocators felt the same way.”
Chief Investment Officer, Wealth Management Firm
“There is so much innovation in the financial industry! We heard from over 10 different companies and speakers that all had strategies that are really offering a different approach on how to add value to portfolios and shift risk. Left a lot to think about!”
Director of Alternatives, Managed Futures Platform
“The diversity of speakers, varying perspectives and encouraging collaborative networking appears to be a winning formula. The environment was welcoming, which is a testament to the venues chosen, content curated and the quality of participants. What started as a cold call has turned into a productive relationship and we look forward to furthering collaboration.”
Strategy Consultant, Asset Management Firm
“I loved the location being in the middle of two major cities (New York and Philadelphia). We thought the turnout was decent and a good split between Asset Managers/RIAs. I really enjoyed hearing from a diverse panel of speakers that ranged from asset allocation ideas like Private Equity to Managed Futures to Fixed Income.”
Head of Manager Selection, Wealth Management Firm
“He seems to have cracked the code on managing to get all of us NJ guys in one place. People appreciated the chance to network with other guys in the suburbs. It was a nice and accomplished group of people and they managed to make it collegial, informative, and fun. We all live near each other, but frankly might never meet otherwise.”
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Our CEO wrote the book Producing Success: A Career Guide for Conference Producers. Our motto: Stay Curious, Produce Success.
Contact
Asset Allocator Institute
100 S. Bedford Ave. Suite 340
Mount Kisco, NY 10549
(914) 619-5304