Empowering the Next Generation of Leaders in Asset Allocation

Our Fellows & Forum initiatives unite industry leaders, emerging talent, and institutional investors to share knowledge, exchange best practices, and foster mentorship. These programs create lasting impact and promote multidimensional diversity within members' teams and portfolios.

Become a Fellow
Join the Forum

Allocator Collective Fellows: Building the Future of Asset Management

The Allocator Collective Fellows Program cultivates the next generation of diverse asset allocators by offering mentorship, education, and networking opportunities. Through this program, fellows gain direct access to experienced industry professionals, exclusive research, and a supportive peer community. The program equips participants with the insights, connections, and resources needed to succeed in the evolving investment landscape. Additionally, it empowers fellows to champion and integrate multidimensional diversity within their organizations as a driver of alpha generation and long-term value creation.

Key Benefits

Education &
Research Access

Exclusive insights into investment strategies and market trends.

Mentorship & Networking

Guidance from top industry leaders and institutional investors.

Forum
Participation

Opportunities to contribute to discussions shaping the future of asset allocation.

Become a Fellow

The Allocator Collective Forum: A Hub for Thought Leadership & Collaboration

The Allocator Collective Forum is a dynamic platform for collaboration, bringing together institutional investors, fund managers, and thought leaders to drive meaningful change in asset management. This forum facilitates the exchange of ideas, best practices, and challenges related to advancing recruitment and investment strategies that enhance multidimensional diversity within organizations.
Through carefully curated discussions, expert-led industry panels, and collaborative initiatives, participants engage in deep, solution-driven conversations that foster innovation. The forum encourages open dialogue, peer learning, and shared accountability, enabling members to refine their approaches to talent acquisition, capital allocation, and inclusive investment strategies.

By working together, the Forum empowers one another to overcome barriers, implement impactful solutions, and drive alpha creation through broader perspectives and decision-making. The Allocator Collective Forum is more than just a gathering – it’s a catalyst for systemic change, aiming to shape the future of investment management through collaboration, innovation, and shared vision of excellence.

What You’ll Gain

As a member of the Allocator Collective Forum, you will gain access to exclusive opportunities designed to enhance your knowledge, expand your network, and drive actionable change within your organization. Key benefits include:

Roundtable Discussions with Industry Experts

Participate in intimate, monthly interactive discussions with leading institutional investors, fund managers, and thought leaders. These sessions provide deep insights into emerging investment trends, and strategies to navigate industry challenges.

Annual Conferences & Virtual Events

Engage in high-impact conferences and virtual gatherings that bring together top-tier professionals from across the investment ecosystem. These events feature keynote speakers, expert panels, and breakout sessions focused on innovation, alpha generation, and long-term value creation.

Exclusive Reports & Thought Leadership Articles

Gain access to proprietary research, in-depth reports, and expert-authored articles that provide data-driven insights. Forum members can stay informed on the latest trends, case studies, and actionable strategies that can enhance investment approaches.

Collaborative Working Groups & Peer Networking

Join specialized working groups and peer-led discussions focused on solving industry challenges, sharing successful strategies, and driving measurable progress in recruitment, capital allocation, and investment decision-making.

Access to a Community of Like-Minded Leaders

Connect with a diverse network of investors, allocators, and fund managers who are committed to advancing multidimensional diversity in asset management. Build meaningful relationships, share experiences, and collaborate on initiatives that drive both financial and social impact.

By becoming a member of the Allocator Collective Forum, you gain more than just insights

you join a movement dedicated to shaping a multidimensional, high-performing investment landscape.
Join the Forum

Fellows & Forum
Members in Focus

Diana Spector

Chief Investment Officer

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

View Profile
Diana Spector
Chief Investment Officer

Biography
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Diana Spector

Chief Investment Officer

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

View Profile
Diana Spector
Chief Investment Officer

Biography
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Diana Spector

Chief Investment Officer

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

View Profile
Diana Spector
Chief Investment Officer

Biography
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Explore our Sessions

The Fellows & Forum initiative hosts a series of dynamic, high-impact sessions designed to address critical industry challenges, foster knowledge-sharing, and elevate diverse perspectives in asset allocation. These sessions provide a platform for institutional investors, fund managers, and thought leaders to engage in meaningful discussions, exchange best practices, and collaborate on solutions that drive both financial and social impact.

Key components of our sessions include:
Thematic Roundtables

Focused discussions on pressing issues were Forum members gain actionable insights from industry veterans and peers.

Chats with Experts

Intimate conversations with leading investors, economists, and policymakers who share their perspectives on market trends, regulatory changes, and strategies for fostering investment decision-making that creates different paths toward alpha generation.

Workshops & Skill-Building Sessions

Interactive workshops designed to equip participants with practical tools and frameworks improve investment strategies, portfolio construction, and manager selection.

Peer-to-Peer Learning & Case Studies

Real-world case studies highlighting successful initiatives, challenges overcome, and lessons learned in advancing talent and capital allocation across asset classes.

Collaborative Problem-Solving Labs

Hands-on sessions where participants work together to develop innovative solutions for industry-wide challenges.

Through these dynamic sessions, the Fellows & Forum initiative not only fosters innovation and collaboration but also empowers participants to help build a more higher-performing investment ecosystem.

View All Sessions

Upcoming Sessions

Title Date & Time Registration Link
Sustaining and balancing the path to inclusive capitalism April 22, 2025
12:00 pm 		Visit Link
IADEI Content Session: Blockchain/Crypto Investor Panel March 13, 2025
2:00 pm 		Visit Link
IADEI Research Launch March 07, 2025
3:00 pm 		Visit Link

Past Sessions

Private Equity ex-Venture Capital
Adele Oliva, 1315 Capital. Philadelphia-based firm which provides expansion and growth capital to commercial-stage healthcare services, medical technology and specialty therapeutics companies
IADEI Content Session: Blockchain/Crypto Investor Panel
IADEI Research Launch
Attend a Session

Be part of the conversation

Whether you're an emerging leader or a seasoned investor, the Allocator Collective Fellows & Forum provide a platform to learn, connect, and drive real impact in the asset management industry.

Scroll to Top