Fund Allocation Master Class
Allocator Insights for Investment Excellence
Join us for a 10-Week series or 3-day immersion experience
Discover the art of allocation best practices with our expert professionals. Great for individuals and teams looking to enhance their game.
$2495
SALT Exclusive Price! $1995
Save $500 by Signing Up TODAY!
Strategic Allocation to Alternative Investment Funds
Elevate your expertise in alternative investment management.
Deepen your knowledge of allocator best practices, due diligence processes, manager search processes, and strategic negotiation skills.
The 10-Week Master Class is best for those seeking the most transformative and impactful learning experience.
The 3-Day Immersion is best for those who are pressed for time but eager to dive into condensed essentials in a value-packed program.
Whether you are a new allocator or looking to elevate your game, this is for you. Secure your spot today and join other forward-thinking allocators!
Fund Allocation Master Class
10-Week series or 3-day immersion
Price: SALT Attendees signup for $2495.00 $1995.00
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
PLUS, a copy of The Allocator Principles book ($100 Value!).
Discover The Weekly 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 |
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
Take the 3–Day Immersion
Day 1
Investment Landscape Mastery
Gain an understanding of allocator models and investment philosophies for crafting bespoke investment strategies. We’ll dissect the concept of risk, ensuring you can identify, articulate, and manage it effectively within your portfolios. This foundational knowledge sets the stage for a deep dive into advanced due diligence.
Day 2
Due Diligence Intensified
Learn to navigate the manager search process and establish criteria that align with client objectives. You’ll build the skills to assess potential investments beyond surface-level metrics, focusing on long-term performance potential.
Day 3
Strategic Negotiation
Delve into investment strategies, business operations, and performance analytics to develop a 360° perspective of potential investments. You’ll practice negotiating terms that serve your clients’ best interests, leaving the immersion with proven techniques to craft agreements that advance client goals while maintaining solid investment relationships.