The Evolution of OCIO Conference 2022 (A) | Pensions & Investments | 1 November 2022 | Mandarin Oriental, Boston, 776 Boylston Street, Boston, MA 02199

The OCIO market continues to evolve and grow as more and more asset owners look for assistance to meet their portfolio objectives and provide solid governance. Join us as we discuss ways in which an OCIO is a strategic and essential partner in meeting the demands of a changing and challenging environment.

Some of the key practical areas that we will address include:
• Where do you start? How to begin the OCIO process.
• Evaluating and measuring new and existing OCIO providers
• Exploring models both partial and full discretionary
• Investment manager due diligence & selection
• Fiduciary Responsibility and determining who does what
• Measuring and reporting portfolio performance
• Investment fee negotiation and options - sliding, asset-based fees vs. performance-based fees

2022 Speakers

CONFERENCE CHAIR:

Kevin Quirk
Principal, Casey Quirk & Associates LLC

KEYNOTE SPEAKER:

Tyler Cloherty, CFA
Head of Knowledge Center, Casey Quirk & Associates LLC

SPEAKERS:

Suzanne Bernard
CFA/CAIA/Not-for-Profit Practice Lead, Northern Trust Asset Management

Doug Black
Founder, Spring Reef LLC

Tyler Cloherty
CFA/Head of Knowledge Center, Casey Quirk & Associates LLC

Peter Corippo
Managing Director/Fiduciary Solutions-Retirement, Russell Investments

Samantha Davidson
CFA/US Investment Solution Leader, Mercer

Marco Diaz
SVP-Global Head of Benefits, News Corp

Luis Diez
Team Leader-Manager Research Team Multi-Manager Investments, Northern Trust Asset Management

Gianna Durso-Finley
Executive Director, The Charlotte W. Newcombe Foundation

Daniel Farley
CFA/Executive Vice President, State Street Global Advisors

Samantha Foster
Managing Director (Non-Profit OCIO Solutions), Russell Investments

Kevin Gallagher
Principal, Casey Quirk & Associates

Evgeni Ganchev
Assistant Treasurer, USG Corporation

Joshua Gotbaum
Guest Scholar, Economic Studies, The Brookings Institution

Tom Heck
Chief Investment Officer Emeritus, Ball State University Foundation

Martin Jaugietis
CFA/Co-Head of Americas Pensions group, Multi-Asset Strategies & Solutions (MASS), Blackrock

Brad Kelsheimer
Vice President Finance & Investments and Chief Financial Officer, Lumina Foundation

Thomas Kennelly III
Managing Director/Senior Investment Strategist, State Street Global Advisors

Jennifer Kruse
Partner/Head of Clients/US Investment Solutions, Mercer

Brad Long
Deputy CIO, Fiducient Advisors

Jim Maloney
Trustee, Illinois Public Pension Fund Association

Ian S. Mercier
MBA/MPA/President & Chief Executive Officer, Medical College of Georgia Foundation

Jeffrey Mindlin
CFA/Vice President of Investments, Arizona State University

Heather Myers
Non-Profit Solutions Leader, Aon

Phillip Nizza
Assistant Treasurer, ASR Group

Kevin Quirk
Principal, Casey Quirk & Associates LLC

Jeffrey Saef
CFA/Managing Director Americas Head (Multi-Asset Strategies & Solutions), Blackrock

Amanda Tepper
Founder and CEO, Chestnut Advisory Group

Bryan Ward
Senior Partner, Aon

2022 Sponsors

• Aon
• BlackRock
• Mercer
• Northern Trust Asset Management
• Russell Investment
• State Street Global Advisor