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Fund Allocation Masterclass

Allocator Insights for Investment Excellence

10-Week
Starting
Wednesday, March 20th

Discover the art of allocation in our intensive 10-week Masterclass.

Price
$7,500

Strategic Allocation to Alternative Investment Funds

Ready to take your resources to the next level? Dive deep with experts from fund-of-funds, family offices, and institutional allocators.

Whether you are a new allocator or looking to elevate your game, this is for you. Secure your spot today and join forward-thinking allocators!

Promo codes may be applied in the next step.

What You’ll Get

Registration includes a first-year subscription to the Allocator Due Diligence tool ($1,500 Value!)

A systematic framework for evaluating, on a weighted scoring basis, both the Investment and Operational functions of Alternative Investment Funds

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PLUS, a copy of The Allocator Principles book ($100 Value!).

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Discover The Week-by-Week Topics

Week 1

Explore Allocator Models & Philosophies – Delineating Investor Types

Week 2

Investigate the Definition of Risk – Exploring What Risk Means

Week 3

The Investment Manager Search Process – Assessing the Components of an Investment Manager Search Process

Week 4

Understand Investment Manager Due Diligence – Establishing Foundational Concepts

Week 5

Analyze Key People – Assessing The Primary Driver of Investment Manager Success

Week 6

Research Investment Process & Strategy: Examining Approaches – The Importance of Examining the Investment Process & Strategy

Week 7

Conduct Operational Due Diligence: Performing a Review of Operations & Much More

Week 8

Analyze The Business: Inspecting the Business as a Whole

Week 9

Scrutinize Results: Conducting Quantitative Analysis

Week 10

Negotiate Key Terms: Representing Your Clients Best Interests

Week 1

Explore Allocator Models & Philosophies – Delineating Investor Types

Week 2

Investigate the Definition of Risk – Exploring What Risk Means

Week 3

The Investment Manager Search Process – Assessing the Components of an Investment Manager Search Process

Week 4

Understand Investment Manager Due Diligence – Establishing Foundational Concepts

Week 5

Analyze Key People – Assessing The Primary Driver of Investment Manager Success

Week 6

Research Investment Process & Strategy: Examining Approaches – The Importance of Examining the Investment Process & Strategy

Week 7

Conduct Operational Due Diligence: Performing a Review of Operations & Much More

Week 8

Analyze The Business: Inspecting the Business as a Whole

Week 9

Scrutinize Results: Conducting Quantitative Analysis

Week 10

Negotiate Key Terms: Representing Your Clients Best Interests