A Community of Practice of CIOs and Asset Class Heads of Institutional Allocators
Allocator Collective Fellows & Forum is a community of practice for CIOs and asset class heads at institutional allocators. During the first half of the program, Fellows have small group discussions with industry leaders about governance, sourcing, underwriting, and monitoring. During the second half of the program, Fellows set and work toward their own goals at their institutions and will collaborate on a group project. This program, now launching its third cohort, builds both lasting relationships and enduring impact within Fellows' teams and portfolios.
Allocator Collective Fellows: Building the Future
of Asset Management
The Allocator Collective Fellows Program supplements the skill sets of CIOs and asset class heads with industry insights and research, relationship building and peer mentoring, and forum participation. Through this program, Fellows join a community of like-minded peers and gain direct access to industry trailblazers. 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
Industry Insights and Research
Best practices and lessons learned from industry experts and collaborative research
Relationship Building and Peer Mentoring
Guidance from top industry leaders and dynamic network of peer mentors
Forum
Participation
Set, refine, and pursue your own investment strategies with input from peers
The Allocator Collective Forum: A Hub for Thought Leadership & Collaboration
The Allocator Collective Fellows and Forum Program is based on the premise that CIOs and asset class heads at institutional asset owners are the fulcrum of the investment process: their exchange of ideas, best practices, and challenges related to advancing recruitment and investment strategies that enhance multidimensional diversity within organizations can shape the investment management industry. Â
Through structured small group discussions, moderated sessions with industry trailblazers, and collaborative research, participants engage in open dialogue, peer learning, and shared accountability with the goal of refining governance, sourcing, underwriting, and monitoring.
By working together, Fellows empower each other to overcome barriers and drive alpha creation through broader perspectives and decision-making.Â
What You’ll Gain
Allocator Collective Fellows broaden your networks and deepen their experise. Key benefits include:
Roundtable Discussions with Industry Experts
Participate in intimate, monthly interactive discussions with leading CIOs who share what worked and what was more challenging with governance, sourcing, underwriting, and monitoring. Â
Investment Discussions by Asset Class
For each of the first five months, get specific about portfolio construction and investment opportunities by asset class.
Contribute to Thought Leadership
Fellows will have the option to keep their internal research proprietary or have their insights and thought leadership amplified collectively or individually.
Collaborative Working Groups & Peer Networking
Structured reflections during the first half of the program, setting and refining goals and strategies during the second half of the program, and the group project forge the trust that enables true collaboration
Access to a Community of Like-Minded Leaders
Build relationships with a diverse network of CIOs and asset class heads from a range of types of asset owners who are curious about or committed to advancing multidimensional diversity in asset management.Â
By becoming a member of the Allocator Collective Forum, you gain more than just insights
You join a community with shared interests in a multidimensional, high-performing investment landscape. Fellows alumni covene monthly.
Fellows & Forum
Members in Focus
Diana Spector
Chief Investment Officer
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Diana Spector
Chief Investment Officer
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Diana Spector
Chief Investment Officer
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Explore our Sessions
The Fellows & Forum Program hosts a series of dynamic, high-impact sessions that are hybrid Zoom and in person.
Key components of our sessions include:
Reflections
Forge relationships with structured reflections in small groups during each of the first five months.
Discussions with Experts
Intimate sessions with leading CIOs who share best practices and lessons learned on different steps in building multidimensionally diverse investment teams and portfolios.
Asset Class Discussions
Compare notes on portfolio construction and specific investment opportunities by asset class for each of the first five months.
Challenge Your Views
During the Forum, learn from industry experts with nonconsensus experience and beliefs
Collaborative Research
Have the option to contribute to current research on emerging managers
Through these dynamic sessions, the Fellows & Forum Program empowers participants to build stronger investment teams and portfolios.
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 |
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.