Capital Allocation Program
Where allocation decisions get examined in depth
A seminar built around the specific decisions that determine whether capital earns or erodes. 3 structured modules, 12 live sessions, and a peer group that makes the analysis sharper.
Request trial accessThree phases, one coherent progression
Each phase builds directly on the previous one — no standalone modules, no arbitrary sequence.
Foundational Analysis
Participants examine 6 core frameworks institutional allocators use to evaluate opportunity cost, liquidity constraints, and expected return distributions across different asset classes.
Structured Debate
Live peer sessions push participants to defend and stress-test allocation reasoning. Each session uses a different scenario drawn from recent portfolio decisions, not constructed examples.
Applied Decision Work
Over 4 weeks, participants build a complete allocation case for a defined capital pool — written documentation, a peer review round, and a final presentation in the last live session.
What participants actually work through
The case study in Phase 3 covers a real capital pool across 4 allocation decisions — rebalancing trigger, liquidity buffer sizing, concentration limit, and manager selection weighting. Participants document their reasoning at each decision point, which becomes the foundation for peer review.
The goal is not a polished final answer. It is a documented decision trail that shows exactly where your reasoning held and where it broke.
Who leads the sessions
Each instructor brings direct experience in capital allocation — not commentary from the sidelines, but decisions made with real capital over many years.
Aleksei Vorn
Portfolio Strategy, 14 years
Aleksei spent 11 years at a mid-sized pension fund in Ontario managing roughly $2.4B in fixed income and alternatives. He leads the foundational analysis phase with particular focus on opportunity cost frameworks.
Miriam Okafor
Capital Markets Analysis, 9 years
Miriam designs and facilitates the structured debate sessions. Her background is in equity research and multi-asset strategy, with experience at a boutique investment firm in Toronto before joining Domain.
Dariusz Kwiatkowski
Applied Decision Frameworks, 17 years
Dariusz oversees the applied case work in Phase 3. He has consulted on capital allocation reviews for institutional clients across Canada and brings a structured methodology to documenting decision rationale.
Practical questions about participation
Logistics and expectations, answered without the usual vagueness.
There is no prerequisite certification. Participants typically have 2 or more years of experience in finance, investment management, or corporate strategy. Familiarity with reading basic financial statements is assumed — the program does not spend time on that foundation.
Each of the 3 modules contains 4 live sessions of approximately 90 minutes each. Recordings are available within 24 hours for participants who cannot attend a specific session, though attending live is strongly preferred given how the discussion format works.
Active participation in at least 8 of the 12 sessions is required to receive a completion record. The program is structured around peer discussion — passive attendance limits what you and other participants get from the work.
Session recordings and written resources remain accessible for 12 months after the final session. The case study materials — your documentation, peer feedback received, and the frameworks used — are yours to keep permanently.