Press Release: II Partners with Allocator Training Institute to Launch Emerging Talent Academy

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Recognizing the growing need for the training and education of investment teams at both asset management firms and allocating institutions such as pension funds, endowments, and foundations, Institutional Investor is proud to announce its partnership with the Allocator Training Institute to launch the Emerging Talent Academy (“the Academy”).

“One of the key differentiators of our Emerging Talent Academy,” as noted by Katarina Storfer, Head of North America at Institutional Investor, “is our emphasis on this being a practical program. The curriculum is designed to provide participants with the focused concepts that will be directly useful to their career.”

Each part of the Academy’s curriculum has been designed around the core concepts of utility and applicability, allowing participants to build the necessary knowledge base that will be useful in their role at an institutional allocator. Upon completion of the program, participants will return to their teams or committees with the knowledge, frameworks, and templates that will have an immediate impact on their effectiveness as investors.

A survey of institutional allocators completed by the Isenberg Consulting Group had found that over 70% of respondents felt that current training resources were either lacking or not appropriately focused on the needs of an allocator.

Alex Ambroz, CEO of the Allocator Training Institute, emphasized, “This program is designed to provide investment teams, investment committees, and boards with the knowledge they need to succeed in their careers and the tools to help their organizations better serve beneficiaries and stakeholders. We are proud to be creating this first-of-its-kind program and this partnership with Institutional Investor.”

For more information about the Emerging Talent Academy, please contact Alex Ambroz at alex@allocatortraining.com or Samantha Fox at samantha.fox@institutionalinvestor.com



For nearly 60 years, Institutional Investor has created a community that shapes asset management and the world’s financial markets. Since the beginning, we’ve taken an active and leading role in convening the investment industry to provide the insight, community and partnership required to evolve and stay relevant. We connect the most important and impactful market participants: those who allocate and manage large volumes of capital, and those whose investment decisions make a significant impact on financial markets and retirement security.

The Allocator Training Institute was created to provide the specific knowledge, skills, and tools necessary for career success when working with an institutional allocator. Whether through our online training program or the in-person workshops, you will learn through in-depth examples and case studies the skills that can make an immediate impact for your team. The curriculum committee for the program includes university professors, CIOs, and senior investment leaders at pension plans, endowments, healthcare foundations, and large investment firms.

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