Allocator Investment Huddle — March 2027

About this event

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.