Local Connections. Global Insights
Asset Allocator Institute curates regional dinners and conferences that connect registered investment advisors, family offices, and other allocators with investment fund managers to explore innovative strategies and fresh perspectives on market trends—fostering new partnerships based on strong ideas and continuing conversations.
CEO Dave Hoffman is a seasoned connector, producing investment management conferences since 2006. With a talent for cutting through the noise, he’s united wealth managers and fund managers for nearly two decades through expertly crafted events. His track record spans conferences for specialists in pharmaceuticals, energy, sustainability, and innovation, plus notable event series for top firms in the investment conference space. Beyond finance, Dave has launched standout arts and entertainment events, including the Hudson Valley Music Summit, Music Video Film Festival, and the fan-facing Catastrophicon Rock & Roll Horror Convention. A former journalist and author of Producing Success: A Career Guide for Conference Producers, he brings storytelling and audience-building savvy to settings where investment professionals don’t just learn—they forge partnerships that shape the future.
For wealth managers, Asset Allocator Institute’s Investment Strategy Salon Dinners and Investment Management Intersect Conferences deliver strategies that sharpen your edge—insights that resonate with your team and clients. For fund managers, we offer direct access to allocators seeking approaches that bolster returns, whatever the market throws their way. It’s an ongoing conversation. Let us help you be a part of it!