A prestigious celebration of allocators’ success

We’re excited to announce that the third annual Allocator Prizes will be held on October 17, 2024 at the Rainbow Room in New York City.

The Prizes are the culmination of a decade of work and unparalleled industry access. You are invited to celebrate the best and brightest in institutional investing, with prizes presented by The Allocator newsletter.

6 PM            Welcome Reception

7 PM            Awards & Dinner

9:30 PM       Post-Awards Reception

10:30 PM     Event Close


Lifetime Achievement Award

Michael Trotsky — Executive Director & CIO, Massachusetts Pension Reserves Investment Management Board 

Trotsky has built Massachusetts’ state retirement fund into one of the country’s best public investment operations over nearly 15 years of service.


2023 Winners

Allocator Categories

Team of the Year

Canada Pension Plan Investment Board, led by CIO Ed Cass
Children’s Health, led by CIO Ken Lee
State of Wisconsin Investment Board, led by CIO Edwin Denson

Leader of the Year

Nancy Everett, CEO, Virginia Commonwealth University Investment Management Company
Brooke Jones, CIO, Bryn Mawr College
May Ng, CIO, Robert Wood Johnson Foundation

The Randy Kim Prize for Fiduciary of the Year

Jeanmarie Grisi, CIO, Nokia
Former Investment Committee, Hartford HealthCare, led by Chair David Roth
Sue Slocum, CIO, Children’s Minnesota

Idea of the Year

Jason Malinowski, CIO, Seattle City Employees’ Retirement System
Dave Wallace, CIO, Pomona College
Steven Wilson, Director of Public Markets, Teacher Retirement System of Texas

Investment Operations of the Year

Sanjeev Daga, Chief Operating Officer, and his team at Harvard Management Company
Patrick Delaney, Managing Director of Investment Implementation & Operations, and his team at New York University
Shaun Ng, Managing Director of Risk, Performance & Investment Operations, and his team at Cleveland Clinic

Investment Consultant Category

Advisor of the Year

Janet Becker-Wold, Senior Vice President, Callan
Rose Dean, Senior Consultant, NEPC
Roger Urwin, Global Head of Investment Content, Willis Towers Watson


Asset Manager & Service Provider Categories

Best Citizen (individual)

Erik Knutzen, CIO of Multi-Asset Class Portfolios, Neuberger Berman
Ria Nova, Partner & Head of Americas, Institutional Client Group, Apollo Global Management
Justin Reed, Co-CIO, Brown Brothers Harriman

Best Partner (firm)

BlackRock
Engine No.1
TPG

Institutional RIA of the Year

Buckingham Strategic Wealth
Rockefeller Capital Management
Zelos Investment Counsel

Best Bad Investment Idea

Last September, 21 of the world’s top investors predicted the worst-performing asset over the coming 12 months. The Allocator has been tracking their performance and publishing regular updates. After the 9-month league table, the race will go dark until October 10.

This year's champion will be revealed at the awards dinner. An excessively large trophy will be awarded.

Team of the Year

Canada Pension Plan Investment Board, led by CIO Ed Cass

Idea of the Year

Steven Wilson, Director of Public Markets, Teacher Retirement System of Texas

Investment Operations of the Year

Shaun Ng, Managing Director of Risk, Performance & Investment Operations, and his team at Cleveland Clinic

Leader of the Year

Nancy Everett, CEO, Virginia Commonwealth University Investment Management Company

Best Bad Investment Idea

Canyon Chan, Senior Portfolio Strategist, CSAA Insurance Group

Advisor of the Year

Janet Becker-Wold, Senior Vice President, Callan

The Randy Kim Prize for Fiduciary of the Year

Jeanmarie Grisi, CIO, Nokia

Best Partner

BlackRock

Institutional RIA of the Year

Buckingham Strategic Wealth

Best Citizen

Justin Reed, Co-CIO, Brown Brothers Harriman

Lifetime Achievement Award

Robin Diamonte

2024 Sponsors

Awarding excellence, optics agnostic

A panel of institutional investment industry luminaries — leading figures from both the allocator and manager communities — will determine category finalists and winners, facilitated by The Allocator and informed by nominations.

Leading institutional investors may broadcast their work on livestream or be utterly under-the-radar: our prize committee system is built to find excellence, optics agnostic. As many of you know, Kip McDaniel and Leanna Orr have enjoyed refining the awards model year after year.

Popular vote too often rewards the finalist who is most eager to campaign. Likewise, event hosts have an inherent conflict of interest in picking winners, which can easily slide into pay-to-play.

The Allocator turns instead to trusted experts, debating in confidence. If it’s good enough for the Nobel Prize, it’s fit for The Allocator Prizes.

About Allocate With

Allocate With is an intelligence solution for allocators. This exciting product includes The Allocator –the highly-renowned newsletter covering rumours and the inside stories for news-hungry investors. Delivering the latest industry scoops, unposted job searches, vetted intelligence, and valued opinion, The Allocator is the brainchild of Leanna Orr, an award-winning financial journalist and editor. Leanna was the first woman to run Institutional Investor’s newsroom and she’s extensively published.

Allocate With also includes our forward-looking stream of fresh news and data. Researched by our experienced analysts, we deliver intelligence that focuses on what’s about to happen, not yesterday’s news.

Get in Touch

Tara Nolan
+1 646 891 2115
EVENT INQUIRIES
Leanna Orr
+1 347 580 9967

Let the countdown begin

Join us in New York City as we announce the winners.