2nd Annual Allocators’ Choice Awards & Masterclass November 29, 2018 • New York City

 

The Masterclass is an afternoon of intense discussion among an exclusive group of asset allocators and managers. At a dinner that evening, winners of the Allocators’ Choice Awards will be revealed. The seven categories are exclusively for — and chosen by — asset allocators.

 

Join us for the most elite event in institutional investing.

 

See the finalists: Sept. 4

 

View 1st Annual Allocators’ Choice Awards &
Masterclass Coverage 2017

 

View Lifetime Achievement Coverage 2017

 

 

 

 

Nominations are now closed. Voting on finalists — by allocators only — will begin September 4.

 

 

Partnership of the Year

Think: Texas Teachers’ strategic partnerships with large private equity houses.
Don’t think: Simply buying off-the-shelf asset management services.

 

 

Turnaround of the Year

Think: Cleaning up New York State Common Retirement Fund after the pay-to-play scandal. Don’t think: Doing the same thing as last year; making an already-great fund marginally better.

 

 

Technology User of the Year

Think: The Alberta Investment Management Corporation’s custom-built portfolio dashboard system. Don’t think: A specific product or tech provider, but rather an institution’s top-notch application of a product.

 

 

Change Maker of the Year

Think: Iconoclastic. United Technologies’ annuity-style 401(k) option; CalPERS’ divesting from hedge funds. Don’t think: A larger or especially successful implementation of the industry status quo.

 

 

Team of the Year

Think: The group that once populated the Chrysler treasury function — and that subsequently spread out to become CIOs throughout the corporate and endowment fund universe. Don’t think: Your OCIO; a superstar CIO with deputies no one seems to know.

 

 

Investment Committee/Board of the Year

Think: A public pension board that lowers its assumed rate of return, despite political pressure. Don’t think: Famous names alone are enough.

 

 

Chief Investment Officer of the Year

Think: Jack Meyer, during his tenure at Harvard. Any investment chief exhibiting all-around excellence at portfolio construction, risk management, asset allocation, manager selection, board relations, and talent development — or one who has built a team achieving all that. Don’t think: Only CIOs of large funds.

 

 

Success in the CIO suite creates a unique challenge: The number of people you can turn to for guidance rapidly diminishes.

 

The Institutional Investor Masterclass aims to mitigate this challenge.

 

For the afternoon before the Allocators’ Choice Awards, we will bring together an elite group of 100 asset allocators, along with a select group of asset managers, to discuss, debate, and tackle institutional investing’s intractable problems.

 

Request an invitation

 

 

Nominations were open for the seven categories through July 27. Finalists will be announced on September 4 as selected by the Institutional Investor editorial team. Voting, by qualified asset allocators only, will begin that day and continue until October 15. Winners will be announced at the Allocators’ Choice Awards on November 29, held at the Mandarin Oriental in New York City.

 

 

Request sponsorship information

pbertucci@InstitutionalInvestor.com

 

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2nd Annual Allocators’ Choice Awards & Masterclass November 29, 2018 • New York City

2nd Annual Allocators’ Choice Awards & Masterclass November 29, 2018 • New York City
2nd Annual Allocators’ Choice Awards & Masterclass November 29, 2018 • New York City
2nd Annual Allocators’ Choice Awards & Masterclass November 29, 2018 • New York City