Asset Owners & “Other Allocators” (LP’s)
Our definition of an Asset Owner: Investment professionals from Endowments, Foundations, Hospitals, Corporate or Public Pension Funds, Insurance, or Single-Family Offices (SFOs). Asset Owners do not have clients or funds to sell.
Our definition of “Other Allocators”: Investment Research professionals from Outsourced CIOs, Consultants and Multi-Family Offices (MFO’s). Other Allocators will have clients however the person representing the firm must be on the investment team responsible for their portfolios not on the marketing/investor relations or business development side of the firm.