Capital Allocators – Inside the Institutional Investment Industry

Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)


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The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS.

One part of the ritualistic sprint is conference season. Industry leaders gather at Davos for the World Economic Forum and Miami for iConnections Global Alts in January, in Beverly Hills for Milken in May, in Sun Valley for Allen & Company in the summer, and at many locations throughout the year.

We’ll be doing the same at our Capital Allocators CIO Summit in April, Senior Decision Makers Summit in June, Capital Allocators University in July, and Small and Emerging Manager Summit in September.

So as you get ready to leave the starting blocks, it’s a good time to pause and think about how to optimize your time and budget at industry events. At Capital Allocators University in December, Hank hosted a panel with Ron Biscardi and Katie O’Reilly to discuss how to think about, plan, and maximize your time and value at conferences.

Today’s show shares their panel discussion from Capital Allocators University.

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Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

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