Pensions and endowments have research desks, peer data and specialist access. Family offices have advisers, and advisers have products to sell. The Allocator's Desk is an extension of your own research capability: specialist managers, real family office allocation data and the next generation of investors, written for the people who make the decisions.
A family office with a few hundred million dollars has a private bank, a lawyer and a stack of decks. What it rarely has is research that answers to it alone, or any honest view of what other families are actually doing. We are building that layer, with the members, for the members.
The Desk is built to sit inside your investment process. It is not a deal-flow network and it is not a market commentary feed.
Two to three substantive pieces a month and a short weekly note. Each piece takes one question, follows it through the evidence and says what a long-horizon allocator should do about it.
The annual Allocator Survey turns the membership's own decisions into intelligence: allocations, planned changes, how managers are chosen and the lessons that cost money. Contributors see the full results first.
No sponsors, no placements, no paid features. Managers and founders can contribute expertise. They cannot buy a word of it, and they cannot join as allocator members.
Each theme has its own contributors and its own sources. Together they cover who to back, what peers are doing and who comes next.
Differentiated managers, founders and strategies across asset classes, found before the crowd and assessed on substance.
Real capital allocations, investment decisions and emerging opportunities inside family offices, anonymised where it matters.
University investment clubs, emerging investors and the people who will run family capital over the next decade.
The goal is to become an extension of each member's own research capability, not another deal-flow network.
Membership is limited to verified capital allocators. That restriction is what keeps the data honest and the room useful.
Principals, CIOs and investment teams allocating a family's own capital.
Investment leads building portfolios across several families.
Independent advisory firms that sit beside the family, not across from it.
Successors and emerging investors stepping into the investment seat.
Founding members shape the first Allocator Survey, receive the full results and get every piece from the first day of publication.