New York | Thu, Feb 28, 2019

Education Session No. 911
OCIO: Opportunities and Implications from the Growth of Outsourced Chief Investment Officers

A growing number of institutional investors, such as pension funds and family offices, are turning to OCIOs to manage their portfolios. In response, many investment firms now provide a wide array of services under the OCIO banner.

What are the true benefits and costs to an investor who hires an OCIO? How is the success of an OCIO measured? What are the conflicts faced by asset managers and OCIO providers in this new value chain?

Bring your questions and share your perspective as you network over drinks and hors d'oeuvres after the panel discussion.

DATE: Thursday, February 28th, 2019

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


LOCATION: 1285 Avenue of the Americas, 15th Floor, New York
New York, NY 10019

Nicole Jenkins, Client Relationship Manager - Managing Director, UBS Asset Management
Mabel Lung, Portfolio Manager Multi-Component Portfolios - Managing Director, UBS Asset Management
Andrea McAndrew, Consultant & Research Analyst, Fiduciary Investment Advisors
Amanda Tepper, Moderator, CEO, Chestnut Advisory Group

This event is fully booked and is running a WAITLIST
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.