In short
Podcast Summary: Capital Allocators – Inside the Institutional Investment Industry
Episode Title
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals
Episode Overview In this episode, host Ted Seides announces the launch of the first Capital Allocators University (CAU) specifically designed for investor relations (IR) and business development (BD) professionals. The event aims to tackle the unique challenges faced by these professionals in the institutional investing sector.
Key Highlights
- Event Announcement
- Date: December 3rd and 4th
- Location: New York City
- Target Audience: Investor Relations and Business Development Professionals
- Purpose of the Event
- To provide insights and strategies for navigating the complexities of allocator processes.
- To enhance skills in building relationships with investors and developing personal and firm brands.
- Featured Speakers
- Rahul Mudgal: A peer and expert in the field.
- Jen Prosec: Branding expert from Prosec Partners.
- Ron Biscardi: Conference guru from iConnections.
- Katie O'Reilly: Managing partner at Prosec and former Milken team member.
- Investment Leaders:
- Sarah Samuels from NEPC
- Dave Moorhead from Baylor
- Shannon O'Leary from the St. Paul and Minnesota Foundation
Learning Opportunities
- Workshops and Peer Discussions:
- Focus on best practices for understanding allocator behavior.
- Techniques for developing and maintaining relationships with investors.
- Strategies to effectively build and promote a personal and professional brand.
Conclusion
- Call to Action: Interested individuals are encouraged to sign up for the event at [CapitalAllocators.com/university](https://www.capitalallocators.com/university/university-for-investor-relations/).
- Final Note: Ted expresses excitement about the event and hopes to see attendees in New York.
Key Takeaways
- The Capital Allocators University aims to empower IR/BD professionals by sharing collective knowledge and best practices.
- The event is an opportunity for networking, learning, and professional development in navigating the institutional investment landscape.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Transcript
Automatic transcript. May contain errors.0:05We're thrilled to announce our first Capital Allocators University for investor relations and business development professionals. Your role is one of the toughest in our industry. It's often hard to know how to move the ball forward when allocators are busy and opaque about their process. So we've created a Capital Allocators University experience just for you. On December 3rd and 4th in New York City, I'll be joined by your peer and superstar Rahul Mudgal, branding expert Jen Prosec from Prosec Partners, conference guru Ron Biscardi from iConnections, Prosec managing partner and longtime Milken team member Katie O 'Reilly, and investment leaders Sarah Samuels from NEPC, Dave Moorhead from Baylor, and Shannon O 'Leary from the St.
0:55Paul and Minnesota Foundation. We'll help you learn best practices for understanding allocators, developing relationships with investors, and building a brand through workshops and peer discussions. We're excited to share what we've collectively learned about how to perform in the role and drive results for you and your firm. You can learn more and sign up to attend at CapitalAllocators .com slash university. Hope to see you in New York in early December for our first Capital Allocators University for investor relations and business development professions.
From the publisher
Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.
