OCIO Solutions Summit November 28, 2018 The Stamford Hilton Hotel

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OCIO Solutions Summit Conference Highlights Investing In The New Economy The Benefit Of OCIO From Institution s Perspective Customizing Performance Over Multiple Asset Classes Having A First Class

1 OCIO Solutions Summit Conference Highlights Investing In The New Economy The Benefit Of OCIO From Institution s Perspective Customizing Performance Over Multiple Asset Classes Having A First Class Technology Support System Measuring The Success Of OCIO Providers Understanding The Critical Role of Investing Committee Fulfilling The Needs Of Institutions Thru Fiduciary Protocol The Changing Role Of Consultants Screening & Selecting The OCIO Asset Managers How OCIO Providers Are Minimizing Risk The Future Of OCIO Taking Advantage Of The Changing Market Conference Sponsors

2 OCIO Solutions Summit 8:00 AM Registrations Opens With Continental Breakfast 8:15 AM Opening Remarks Investing In The New Economy Speaker: Russ Mason President Investment Management Institute 8:30 AM - The Benefit Of OCIO From Institution s Perspective Sean Cover Director of Treasury & Investment Operations WildLife Conservation Society Harold Hughes Chairman, Endowment Invest. Committee St. John's College Tom Donahue, Esq, FRM, PRM Investment Committee Wethersfield Foundation 9:15 AM - Customizing Performance Over Multiple Asset Classes Scott Stone Senior Vice President, CIO Pentegra Andy Parrillo Founder & President Newport Capital Advisers

3 Christopher Philips, CFA Principal, Head of Vanguard Institutional Advisory Services Vanguard Institutional Investor Group 10:00 AM Mid-Morning Break 10:15 AM - Having A First Class Technology Support System Randal McGathey Vice President, Multi-Asset Product NA Milestone Group Lenia Ascenso Director of Operations, Discretionary NEPC 11:00 AM - Measuring The Success Of OCIO Providers John N. Daly Trustee Emeritus, Investment Committee Member The Culinary Institute of America Russell Campbell CEO Your Second Opinion, LLC Bruce L. Graham, CFA Vice President, Financial Advisor Captrust Financial Advisors 12:00 PM Luncheon With Delegates & Speakers 1:30 PM - Understanding The Critical Role of Investment Committee Bruce Wilcox Chairman of the Investment Committee Teacher's College at Columbia University David Wiederecht Executive Vice President, Head of Global OCIO State Street Global Advisors Jonathon Fellows, CFA Principal, Senior Consultant, The Wealth Office DiMeo Schneider& Associates, LLC

4 2:15 PM -Fulfilling The Needs Of Institutions Thru Fiduciary Protocol David Bahlmann Member Rotary International Foundation 3:00 PM Afternoon Break Todd Hamilton Director - Institutional Sales New York Life / IndexIQ Joel M. Shulman Ph.D., CFA Founder & Managing Director EntrepreneurShares/Capital Impact Advisors LLC 3:15 PM - The Changing Role Of Consultants Travis Pruit, CFA US Business Leader Not-for-Profit Outsourced CIO Mercer James J. Challen, CFA, CAIA Senior Vice President, Principal LCG Chris Kohler Director, TIAA Endowments TIAA Endowment & Philanthropic Services 4:00 PM - Screening & Selecting The OCIO Asset Managers Chris Shea Portfolio Specialist Skyview Partners Chris Cutler, CFA President Manager Analysis Service Gregory D. Metzger Senior Consultant North Pier Search Consulting 4:45 PM - How OCIO Providers Are Minimizing Risk Ernest Liebre Senior Vice President Captrust Financial Advisors Sarah Lange, CFA Senior Fixed Income Portfolio Manager Pentegra

5 OCIO Solutions Summit Registration Fee: $1995 OCIO Solutions Summit November 28, 2018 (Multiply registrations receive 10% discount) Conference Package: $4295 (includes Consultants Congress) Charge my credit card for fee: Visa MasterCard American Express PayPal Name Title: Firm: Address: City: State: Zip: Phone: Name Title: Firm: Address: City: State: Zip: Phone: Credit Card # Exp. Date: Security Code: Administrative Details Location: Stamford Hilton Hotel One First Stamford Place, Stamford, CT Tel: Payment: $1995 Registration fee includes: luncheons, receptions and conference materials. Make Checks payable to: Investment Management Institute. Please take 10% off all additional registrations (1 st full fee) 4 Easy Ways To Register: Fax: Phone: lsmith@iminy.com; Online: institute.com Special Hotel Discount: Contact: Laura Smith Registrations is Open for these Events: 35 th Annual Consultants Congress November The Stamford Hilton Hotel Registration Fee: $3495 (take $600 off) DC Literacy Summit December 5 th The Stamford Hilton Hotel Registration Fee: $1995 (receive $200 discount off) Fees & Cancellation Policy: Full registration due in advance with registration form: Cancellation must be made in writing prior to October 20 th, enabling you to receive a prompt refund minus $695 Administrative fee. Substitutions may be made up to 24 hour in advance of the conference. IMI is not responsible for airline, hotel or other costs incurred in relations to this conference.

OCIO SOLUTIONS SUMMIT

Register Now! $200 off Investment Management Institute 165 W. Putnam Avenue, Greenwich, CT 06830 www.investmentmanagementinstitute.com/dev PRESENTS OCIO SOLUTIONS SUMMIT June 13, 2018 The Stamford Hilton