A pool selected for stewardship practice.
Every member firm attending the Roundtable already has a stewardship record with One New York, established through cases handled over recent years.
Attend as an Allocator
Why Allocators Attend
Every member firm attending the Roundtable already has a stewardship record with One New York, established through cases handled over recent years.
Access without a public search.
Allocators can review a firm's engagement record directly with us before a first meeting even takes place.
Who Qualifies
Institutional asset owners
Invitations go to pension funds and endowments actively allocating to US equity strategies. Sovereign wealth funds and family offices with a similar mandate also qualify for an invitation.
A minimum scale
Allocators generally need a meaningful scale of assets under management to qualify for an invitation, though One New York reviews smaller family offices case by case.
Mandate fit
An allocator's current or planned mandate should include US equities managed with an active stewardship or engagement approach.
What Allocators Receive
- Meetings matched to mandate
- Before the day, One New York matches each allocator with member firms whose current strategy and stewardship focus fit the allocator's stated mandate.
- Briefing materials in advance
- Each allocator receives a short profile of every matched firm, covering assets under management and current areas of focus. A summary of that firm's recent stewardship record is included as well.
- Direct access to case history
- Where confidentiality allows, allocators can review anonymized case summaries from a firm's past engagements ahead of their meeting.
Confidentiality and Conduct
Meetings Framed Around Evaluation
Meetings at the Roundtable are structured around evaluation conversations. Firms and allocators agree in advance to keep specific figures discussed in a meeting confidential.
Standard Confidentiality Terms
All attendees sign a confidentiality agreement before the event covering anything discussed in scheduled meetings.
How To Request an Invitation
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Step 1: Submit an inquiry
Share your organization's assets under management and current mandate focus. A short note on prior experience allocating to actively managed US equity strategies is also useful.
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Step 2: Review
One New York reviews each inquiry against the criteria above and confirms fit before extending a formal invitation.
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Step 3: Confirmation and matching
Confirmed allocators receive a matching questionnaire ahead of the event, used to build the day's meeting schedule.
Get Involved
Ready to request an invitation? Contact One New York with your organization’s details to begin the review process.