A prestigious celebration of allocators’ success
We’re excited to announce that the third annual Allocator Prizes will be held on October 28, 2025 at the Quorum Convene 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 2024
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.
2024 Winners
Lifetime Achievement Award
Michael Trotsky, Executive Director and CIO at Massachusetts Pension Reserves Investment Management
Team of the Year
Brown University, led by CIO Jane Dietze
Idea of the Year
Rick Klutey, CIO, IBM Retirement Plans
Investment Operations of the Year
Christine Ritchie, CFA, CPA, VP and Managing Director, Investment Risk and Operations, Hackensack Meridian Health
Leader of the Year
Jonathan Glidden, CIO, Delta Air Lines
Advisor of the Year
Marc Tourville, President and Managing Director, Cardinal Investment Advisors
The Randy Kim Prize for Fiduciary of the Year
Christopher Ailman (Former CIO) and Scott Chan, CFA (Current CIO), CalSTRS
Best Partner
Hamilton Lane
Institutional RIA of the Year
intellicents
Best Citizen
Betsy Ewing, Advisor, Standards Board for Alternative Investments (SBAI)
Best Bad Investment Idea
Anton Ozornin, Investment Principal, Partners Capital
Be in the room.
Put yourself in front of today’s biggest and most exciting institutions. Benefit from prominent branding and the opportunity to develop long-term, high-value relationships with the people who matter most to you.
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.