Westport | Tue, Mar 27, 2018

Education Session No. 822
Partnering with an OCIO: Opportunities and Risks

The rapid growth of Outsourced Chief Investment Officers (OCIOs) create both an opportunity and a threat for asset managers. How does an OCIO relationship work and why are institutions outsourcing? Take this opportunity to learn exclusive research from our panel on best practices for managers looking to partner with OCIOs, and for OCIOs looking to grow their business. In addition, we will also discuss the hidden risks facing allocators and managers in these OCIO relationships.

DATE: Tuesday, March 27th, 2018

TIME: 5:30 PM Registration.
We will begin promptly at 6:00 PM; please arrive early.

HOST: Chestnut Advisory Group

LOCATION: 57 Greens Farm Road, 2nd Floor
Westport, CT 06880

Timothy Ng, Chief Investment Officer, Clearbrook
Andrea McAndrew, CFA, Consultant and Research Analyst, Fiduciary Investment Advisors, LLC
Helen Zhang, CFA, Senior Investment Consultant, Vanguard
Amanda Tepper, Moderator, Chief Executive Officer, Chestnut Advisory Group

RSVP Required
Limited spaces available, please register early.
This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.
Space is limited. No walk-ins will be permitted.