2026 Investment Strategy Salon Dinner Series
The Opportunity:
High-impact meetings in a low-pressure environment.
Save time and money on your outreach efforts by speaking to a group of investors who have been pre-selected for their interest in learning about new funds like yours.
Host a discussion of your strategy as part of an educational networking dinner. The three-course dinner features a curated slate of three sponsored investment strategies – an excellent ratio that allows for collegial discussions led by you and buttressed by the experiences and insights of the allocators you’re looking to meet. Peer driven conversations based around your expertise.
Meet 25-30 investors in small groups of 5-6 at a time. Position yourself as the subject matter authority as investors share intelligence in a friendly environment, offering social proof around your strategy.
- Guests are vetted by email and phone as being interested in learning about your fund
- Create social proof as the conversation filters through the lens of the prospects’ peers
- Gain authority from being of one of four featured strategies
- Upscale meal setting fosters a feeling of trust and kinship for more robust relationships
- 25-minute rotations are timed to engage prospects’ curiosity, setting the stage for follow up
- Low pressure environment brings you closer to meaningful next steps
- Capture mindshare as the leading experts in your strategy with repeated exposure
The Audience:
We will bring together ~30 senior principals, partners, investment officers, portfolio managers, directors of manager research, due diligence managers, and wealth managers from some of the leading family offices, wealth management firms, private banks, pensions, foundations, consultants and other allocators who are looking to better serve their clients with new products and strategies. Firm size will range from $100M to >$1B. Allocators only, no outside managers besides four sponsors.
Meet Allocators Who are Looking for Your Strategy
Sample Past Attendee List (ask about the guest list for your dinner of interest):
Key Bank Family Office | Morgan Stanley Family Office | Stratos Wealth Partners | Steward Partners | Klingenstein Fields & Co | Community Foundation for Greater New Haven | Hudson Valley Investment Advisors | Flynn Financial Partners | Belpointe Asset Management | Larchmont Wealth Management | RMR Wealth Builders | Leo Wealth | Jackson Grant Investment Advisers | Clearbrook Investment Consulting | MSF Capital Advisors | Regency Wealth Management | Samalin Investment Counsel | FSC Wealth Advisors | Heydorn Stone | Proxy Financial | SYKON Capital | Herold & Lantern Investments | WestPark Capital | Markin Asset Management | Little Harbor Advisors | CPC Wealth Management| Artemis Wealth Advisors | Benchmark Financial Wealth Advisors | Castle Island Family Office | Northern Trust Wealth Management | Mandel Family Office | Fire Capital Management | Graven Family Office | Fiduciary Trust International | JP Morgan | Provenance Wealth Advisors | WE Family Office | Drive Planning | Sound Income Strategies | Stelac Advisory Services | Big Sur Partners | Global Opportune Investments | Connexus Capital Management | Aragon Capital | Janney Montgomery Scott | ArchPoint Financial Group | SVB Financial Group | Cetera Advisor Networks| Fifth Third Private Bank | Edelman Financial Engines | Seaview Investment Managers | State of South Carolina | Choreo Advisors | US Bank | Alphastar | Novare Capital Management | JD Financial Group | Kingfisher Capital | Destination Wealth Advisors | Willis Towers Watson | Totem Wealth Managers | Sheets Smith Wealth Management | Strategic Investment Group | Montgomery County Employee Retirement System | West Financial Services | American Institute for Research | The World Bank | Mission Square Retirement System | AARP | Gordon & Betty Moore Foundation | Lockheed Martin Investment Management Company | Mercer | Penn State Office of Investment Management | Clear Harbor Asset Management | Mission Square Asset Management | United Bank Wealth Management | Farr Miller & Associates | Fairfax County | Pactolus Private Wealth Management | Agility OCIO | NEPC | Charles Schwab | Colorado PERA | Aspen Grove Capital | Baroway Financial Group | Callan | Valeo Financial Advisors | Madison Capital Group
Series Sponsors
NASDAQ | KKR | RCM Alternatives | Equity Armor | Chestnut Funds | Bitwise Asset Management | Polen Capital | Inland Securities | Altriarch Capital Management | Newfound Research | Aztlan Equity Management | Third Culture Capital | Thorofare Capital | CME | Monroe Capital | Natixis Investment Managers | AEW | Flexstone | ReSolve | WallachBeth | Juxtapose | Pender Capital | Columbia Pacific | Principal Asset Management | Redbrick LMD | Harbor Capital | GQG Partners | Neuberger Berman | Walton Global | Keystone National Group | Dynamic Wealth Group | Columbia Threadneedle | EnTrust Global | Radcliffe Capital Management | Greenwood Star | Sarmaya Partners | Flat Rock Global | Madison Capital Group | RMWC | Cohen & Steers | Allianz |BufferedLabs ETFs | Veritas Partners
Asset Allocator Institute Upcoming Event Schedule 2026
- Scottsdale Investment Strategy Salon Dinner, Thursday, March 19
- Stamford CT Investment Strategy SalonDinner, Thursday, May 14
- New Jersey Investment Management Intersect Conference (Princeton) Thursday, July 16
- Austin Investment Strategy Salon Dinner, Thursday, August 27
- Market Agility Summit Intersect Conference, Thursday, October 15
- Minneapolis Investment Strategy Salon Dinner, Thursday, November 5
- Westchester/Fairfield County NY Investment Strategy Salon Dinner, Thursday, November 12
- Charlotte Investment Management Strategy Salon Dinner, Thursday, December 11
2026 Pricing:
Our pricing structure encourages you to sponsor multiple events and get on board early for maximum impact.
Your Investment:
| Commitment | First 2026 Dinner | Second 2026 Dinner | Three or more 2026 Dinners |
| Investment (Includes cost of the dinner) | $13,000 | $12,000 | $11,000 |