The Evolution of OCIO Conference 2022 (B) | Pensions & Investments | 7 November 2022 | Virtual Event
Venue
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| Event Date |
Tue Nov 8 UTC (about 2 years ago)
In your timezone (EST): Mon Nov 7 7:00pm - Mon Nov 7 7:00pm |
| Location | Virtual Event |
| Region | All |
Details
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
Speakers
2022 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 Solutions 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 Ph.d.
Executive Director, The Charlotte W. Newcombe Foundation
Daniel Farley
CFA, Executive Vice President, State Street Global Advisors
Samantha Foster
Cqf, Mba, Managing Director, Non-profit Ocio Solutions, Russell Investments
Kevin Gallagher
Principal, Casey Quirk & Associates
Evgeni Ganchev
Assistant Treasurer, Usg Corporation
Hon. 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
Sponsors & Partners
2022 Sponsors
• Aon
• BlackRock
• Mercer
• Northern Trust Asset Management
• Russell Investment
• State Street Global Advisor