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Published Dec 25, 2023

Year in Review 2023 (EP.358)

Ted Seides reflects on Capital Allocators' investment strategies and exceptional podcast growth in 2023, emphasizing the importance of community and strategic partnerships. He also highlights the success of the CIO summits as dynamic platforms for industry leaders and outlines ambitious goals for 2024.
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  • CIO Summits

    The Capital Allocators CIO summits have become a cornerstone for fostering dialogue and collaboration among investment leaders. reflects on the success of these gatherings, highlighting the inaugural summit's unique format that encouraged open conversation without the usual constraints of industry events. Participants like and praised the event, with Charles calling it "the best conference I've been to."

    Our guests gave an epic response. It was the best conference I've been to, and I've been to way too many.

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    The summits have expanded to include leadership workshops, offering valuable networking and learning opportunities for allocators not yet in leadership roles 1.

       

    Event Collaboration

    Collaboration has been key to the success of the Capital Allocators summits. acknowledges the contributions of partners like and , who played pivotal roles in organizing these events. Their efforts have helped create a platform where investment professionals can share insights and build relationships in a relaxed setting.

    Hank Morgan and I couldn't pull this off by ourselves, so we partnered with our friends Rahul Mudgal from Parvis, Jen Prosec, Katie O'Reilly, Jackie Dorman and the team at Prosecc.

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    These partnerships have not only enhanced the quality of the summits but also set the stage for future expansions 1.

       

    Future Plans

    Looking ahead, the Capital Allocators team plans to expand their offerings with more summits and workshops. In 2024, they aim to host three summits, each targeting different sectors of the investment community, and continue their leadership workshops for emerging allocators. emphasizes the importance of these events in fostering industry connections and learning opportunities.

    We want to do more to help the industry connect and learn in between our gatherings.

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    The commitment to community building is evident as they partner with organizations experienced in this area to explore new ideas 1.

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