iDAC, Inc. upcoming events

iDAC's Consultant Office Hours Series: June Event Hosted by Albourne (24 Jun 2026)

Wed, 24 Jun 2026 16:00:00 GMT

Where are Consultants Allocating Today? Join Our Office Hours to Learn More!

Wednesday, June 24, 2026
12:00 PM – 1:00 PM ET | 9:00 AM – 10:00 AM PT
Hosted by: Albourne

iDAC Members only event

**You must register to receive the calendar invite and Zoom link

Join us for the 2nd iDAC Consultant Office Hours Series through the Consultant Cohort — a new initiative designed to provide greater transparency into how consulting firms evaluate managers, allocate capital, and make investment decisions.

SPEAKERS

John Claisse, CEO (Click here for Bio)

Irina Ludkovski, ODD Senior Analyst, Partner (Click here for Bio)

Who Should Attend

This event is open to iDAC members only from the following cohorts:

Broadly Owned Asset Managers
Diverse-Owned & Emerging Asset Managers
Consultants

iDAC reserves the right to remove any registrant who does not meet eligibility requirements.

What to Expect

Each session follows a structured, one-hour format designed to be both informative and interactive:

Introduction to Albourne

An overview of who we are, our client base, and how managers typically engage with our team—from initial interaction through ongoing coverage and client engagement.

Research & Due Diligence Framework

A walkthrough of our investment research process, including IDD, QDD, and ODD, along with guidance on how managers can effectively position themselves for engagement.
We will also introduce Albourne's Moatspace and outline data-sharing expectations.

Operational Due Diligence: What to Expect

Insight into the objectives and structure of our ODD process, the key areas we evaluate, and what managers can expect throughout the engagement.
We will also highlight how ODD can serve as a constructive “gap analysis” aligned with industry best practices.

Common Pitfalls & How to Prepare

Practical guidance on areas where managers often face challenges, along with actionable steps to help you prepare and avoid common issues.

Interactive Q&A

An open forum to address your questions directly with our speakers.

Why Attend

This series is designed to help investment managers:

Better understand how consulting firms operate and identify the right points of contact
Improve how they communicate their value proposition
Spend time more efficiently when engaging with consultants
Increase the likelihood of productive, well-aligned relationships

At its core, this initiative supports iDAC’s mission of improving access, communication, and transparency across the investment ecosystem.

Upcoming Sessions

Office Hours will be held monthly and rotate across leading consulting firms, including:
Callan, Albourne, RVK, and CAPTRUST

Next Session:
Date and Time: July 29th from 1:00pm to 2:00pm ET
Hosted by: CAPTRUST

iDAC's Consultant Office Hours Series: July Event Hosted by CAPTRUST (29 Jul 2026)

Wed, 29 Jul 2026 17:00:00 GMT

Where are Consultants Allocating Today? Join Our Office Hours to Learn More!

Wednesday, July 29, 2026
1:00 PM – 2:00 PM ET | 10:00 AM – 11:00 AM PT
Hosted by: CAPTRUST

iDAC Members only event

**You must register to receive the calendar invite and Zoom link

Welcome to the iDAC Consultant Office Hours Series through the Consultant Cohort — a new initiative designed to provide greater transparency into how consulting firms evaluate managers, allocate capital, and make investment decisions.

SPEAKERS

Ellen R. Shaer, CFA [Director | Investment Strategist] BIO
Graham Hawes, CFA [Senior Analyst, Investment Research] BIO
Christina Morelli, CFA [Senior Analyst, Investment Research] BIO
Stephen D. Wilt, CIMA [Principal | Financial Advisor I Chair Inclusion & Diversity Council] BIO

Who Should Attend

This event is open to iDAC members only from the following cohorts:

Broadly Owned Asset Managers
Diverse-Owned & Emerging Asset Managers
Consultants

iDAC reserves the right to remove any registrant who does not meet eligibility requirements.

What to Expect

Each session follows a structured, one-hour format designed to be both informative and interactive:

Consultant Overview (15–20 minutes)

A senior consultant will provide insight into:

Their role and areas of responsibility, how their firm is structured and best practices for engaging with their firm
How manager research and client teams interact and investment decisions are made
Current client priorities and market trends and what types of managers are gaining traction

Open Q&A (30–40 minutes)

Ask the questions you’ve always wanted to ask

Why Attend

This series is designed to help investment managers:

Better understand how consulting firms operate and identify the right points of contact
Improve how they communicate their value proposition
Spend time more efficiently when engaging with consultants
Increase the likelihood of productive, well-aligned relationships

At its core, this initiative supports iDAC’s mission of improving access, communication, and transparency across the investment ecosystem.

Upcoming Sessions

Office Hours will be held monthly and rotate across leading consulting firms, including:
Callan, Albourne, RVK, and CAPTRUST

Next Session:
Date and Time TBA
Hosted by:

iDAC, Inc's 2026 5th Annual Global Summit on Talent Maximization (22 Sep 2026)

Tue, 22 Sep 2026 07:00:00 GMT

Sponsor Prospectus	Agenda	Confirmed Sponsors
Click Here	Click Here	Click here

Registration Information

Early Bird registration rates are available through 11:59pm PT on Tuesday, June 30, 2026.

LPs and Non Profits = complimentary
Consultant Member = $150 early bird / $200 standard / Non-Member = $750
iDAC Member = $2500 early bird / $2800 standard / Non-Member = $4,000
iDAC Small Firm Member = $1250 early bird / $1400 standard / Non-Member = $2500
Non-Working and Student Member = $50 early bird / $100 standard / Non-Member = $200

CANCELLATION POLICY

Due to contractual commitments, there will be no refunds after September 4, 2026.

To receive the member rate, please ensure you are logged in to your iDAC membership account before registering. If you do not remember your password, use the “Forgot Password” link on the login page. Questions about membership? Please contact Marisha Gonzalez at admin@idacfinance.org for assistance.

Group Registration

If you are registering multiple attendees from your organization, please complete the first registration and select “Invoice Me” at checkout. After submitting the registration, you will have the option to add additional registrants to the same invoice, allowing all registrations to be billed together.

Important Registration Notes

If you are registering on behalf of another attendee, please enter the attendee’s information (not your own) in the registration fields so badges and event communications are accurate.
Please ensure the attendee’s name and organization are entered correctly for badge printing.
To avoid duplicate registrations, please do not submit multiple registrations for the same attendee. If you need to make changes after registering, contact admin@idacfinance.org and we will be happy to assist.

To return to the main conference page on www.idacfinance.org, please click HERE.

HOTEL ACCOMMODATIONS

iDAC, Inc. has secured a group rate of $329 + 15% tax and $1.60 Tourism Fee (resort fee waived).

Reserve your room at this link: https://book.passkey.com/go/idacglogalsummit

Discounted room rate is available until Monday, August 31, 2026

WHEN: September 22-24, 2026

WHERE: VEA Newport Beach, A Marriott Resort & Spa; 900 Newport Center Drive, Newport Beach, CA 92660