Charting the Course to Enduring Alpha & Shared Value

ALLOCATOR

INTELLIGENCE

Designed by and for allocators to create and share value for portfolio construction, compliance, and strategic partnerships in private markets.

Allocator Intelligence Circle in New York City

Spring & Fall, 2026

Focus: Portfolio construction and strategic partnerships

Allocators:

Institutional Allocators with a minimum of $1B+ in AUM

Wealth Channel Allocators with a minimum of $500 M in assets under discretionary advisement

Private allocators with a minimum of $100 million in investable assets

Process:

Allocators interested in attending can indicate their interest by completing the short form below.

The Global Capital Institute’s Asset Allocator Steering Committee will review submissions and extend official invitations to those who meet the eligibility criteria.

** Private allocators will be invited once they are verified

INTEREST FORM

First Name *

Last Name *

Organization *

Title

Participant Type *

Asset Manager

Asset Allocator

Phone *

Email *

Social Media LinkedIn *

Invited by:

By submitting, you consent to communication as needed for registration and per our Privacy Policy.

Agenda Overview: 2.5 hour sessions

- 30–45 Minute Panels: Each featuring three leading allocators discussing market trends and due diligence in manager selection in their respective asset classes.

- 15-minute Case Study: Delivered by founders of major private markets asset management firms.

- Final 40 minute networking

Logistics: NYC | TBD

Submit your participation interest & book a 1:1 briefing call

Request Access

The majority of the event proceeds go to our Philanthropic beneficiaries and partners, The New York Alternative Investment Roundtable and The Thomas R. Brigandi Foundation, 501(c)(3) organizations.

Event Catalyst

Partner

Allocator Verification

Partner

Charting the Course to Enduring Alpha & Shared Value