Investment Huddle December 2024

Sharing Collective Intelligence While Tackling Common Challenges

Allocator Investment Huddle – By Invitation Only

Monday, December 9, 2024

Pinehurst Resort – Pinehurst, NC

6:00 pm Meet & Greet Reception

7:00 pm Welcome Dinner

9:30 pm End of Day One

Tuesday, December 10, 2024

Pinehurst Resort – Pinehurst, NC

8:30 am Huddle Conversation Topics 1-3

12:30 pm Lunch

1:30 pm Huddle Conversation Topics 4 & 5

4:00 pm End of Huddle

Huddle Format

• 20-25 Allocator Decision Makers who Commit to Attend Program by Participating in Topic Conversations
• No more than 6 Manager Firms Invited to Support and Participate in Conversations (CIO/PM joins discussions)
• Networking Reception and Welcome Dinner on the Evening Prior to the Huddle
• At Least a 2:1 Ratio of Allocators to Managers


The Academy’s Allocator Investment Huddles will focus on the sharing of ideas and collective wisdom from the executive investment decision makers who attend each of our smaller in-person huddles.  The content for each Huddle will be sourced from both The Academy’s editorial committee as well as with the involvement from the LP & GP participants attending each Huddle.  Conversations and debates around investment challenges, risks and opportunities, geo-political concerns, asset allocation, portfolio construction, manager due diligence, investment processes, governance/board communication, spending policy, mentoring, and retaining investment talent, ESG integration, updates on various sectors and strategies across the full portfolio, including traditional and alternative asset classes.  Discussions will be designed around current themes as well as other common issues and topical conversations surrounding an investment portfolio will be integrated into the program group conversations.


Our small group of senior executive level allocators/asset owners (20-25 per Huddlewill gather for a full one-day intensive meetingaddressing six or seven different topic discussions in a casual and relaxed setting to interact, brainstorm, collaborate and tackle common issues with likeminded peers.  Every allocator who attends will be asked to join in on various discussion topics that compliments their skills and expertise.  The mission behind this elite “invitation-only” think‐tank group is to create an intimate, more personal atmosphere, allowing time for candid conversations where participants have a chance to discuss and brainstorm the challenges they face when making investment decisions. The idea is for allocators to “trade-notes” with one another while adding educational value to discussions, learning from one another, sharing ideas, and engaging in as many conversations as possible over the course of one full day.  Our seasoned allocator facilitators will tag team throughout the conversations and will lead the group by encouraging each person to share their knowledge.  Our facilitators will also involve our supporting GPs “manager educators” into as many discussions as possible.  The exact topics discussed will depend upon where the allocators would like to focus.  The Academy will always kick-off the evening prior to the event with a reception/welcome dinner to get to know one another prior to the morning meeting.  This is an opportunity to reconnect with old industry friends as well as make new peers who can be helpful to you as you manage your investment portfolio.


Huddles will be limited to up to six managers representing different strategies who will be invited to participate and support each Academy Investment Huddle.  Managers interested in joining a Huddle must meet the content criteria needed and be able to send their CEO/CIO or PM to spend time with our group of esteemed institutional allocators.  The Academy has designed a thoughtful format that allows for a rich dialogue between our allocators and the small group of investment managers who are asked to participate.  The Academy prohibits any use of PowerPoint presentations during Huddles as this is a time to talk face-to-face.  The Academy has a very strict policy of no marketing or selling of funds, specific products, or services during any of our meetings and there will never be press or media in attendance.  Managers participate as part of the team in as many conversations that they would like to get involved with.

ALLOCATORSThere is no fee for you to attend the huddle, however the Academy asks that you commit to attend the full day intensive discussions as well as the prior evening networking dinner.   All participants will be responsible for the cost of your own travel and hotel expenses to and from the program.  Meals included during event: Welcome reception and dinner as well as breakfast and lunch on the main day.


For more information on receiving an allocator invitation or for managers interested in

supporting the Huddles, please contact Andrea Szigethy directly.