The Outsourcing CIO Summit For Endowments & Foundations 2017 is dedicated to outsourcing the CIO function to finding external advisors for your investment needs, the possibilities available to you.
Topics
- Digging Deeper (or Delving Further) into the OCIO Landscape
- Macro Overview of the OCIO Landscape
- It’s Time We Spread Our Wings beyond Traditional Investment Management
- Defining the Yardstick to Measure Your OCIO
- Interactive Roundtables: Managing Costs Makes the Difference in Portfolio Performance
- Interactive Polling: How Risk and Communication Affect Investment Returns
- Who Bears the Fiduciary Responsibility – the OCIO, Consultant or the Board?
- Breakfast Briefings: Joining Peers in an Interactive Environment Discussing Moderator Led Specific Issues
- The Importance of Transaction Management in Creating a Successful Relationship
- What Every Investor Needs to Know about Your Legal Responsibilities
- Concluding Question & Answer Town Hall
Who should Attend
Senior attendees with job titles such as:
- Investment Committee Members
- Chief Investment Officers
- Vice Presidents, Finance and Investment
- Trustees
- Controllers
- Senior Directors, Foundations/Endowments
- Asset Managers
- Treasurers
- Consultants
- Managing Directors
