Midwest OCIO Summit 2014

Topics

• How to Hire an Outsourcer: RFP, FRI, or a Specialized Search Firm?
• All, Some, or None: Making the Decision to Outsource
• A Brief Examination of Fees and Outsourcing Strategies
• Outsourcing Models—What Really Differentiates the Providers?
• From Start to Finish: A Detailed Case Study on Launching and Executing and Outsourced Strategy
• Onboarding and Preparing for the Transition to an OCIO
• How to Evaluate your OCIO: Monitoring, Maintaining, and Benchmarking Performance
• Operationalizing Your OCIO Relationship: How Governance Determines the Quality of the Dynamic
• What Happens When You Need to Change or Leave Your Provider?
• Your Fiduciary Responsibility under an OCIO Structure

Who should Attend

• Investment staff from Health System Funds, Endowments & Foundations, Family Offices, Pension Funds and Sovereign Wealth Funds
• Providers of outsourcing services
• Investment managers and consultants

OCIO = Outsourced Chief Investment Officer.