2nd ANNUAL OCIO SOLUTIONS CONFERENCE
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1 2nd ANNUAL OCIO SOLUTIONS CONFERENCE Register Now! FREE FOR INSTITUTIONAL INVESTORS DECEMBER 3-4, 2015 The Hyatt Regency Greenwich Co-Host: CHARLES A. SKORINA IMI is proud to present its 2nd Annual OCIO Solutions Conference for Institutional Investors, Consultants and Money Managers. RECEIVE $200 Discount This two day conference will help you learn more about outsourcing. Those interested in hosting and speaking at this event will receive the opportunity to invite their clients and prospects for free. For Sponsor/Speaker opportunities contact or for more information call Laura Smith at Who Should Attend Institutional Investors Corporate/Public Funds Hospitals Endowments & Foundations Asset Management Firms s Marketing Executives Sales Executives Client Servicing Officers Partners s Banks Hedge Funds Fund-of-Funds Investing In The New Investment World Avoiding Conflicts Of Interest Windows User TOPIC HIGHLIGHTS Taking Advantage Of Marketing Opportunities Measuring The Success Of OCIO Providers Working With The Evolving Role Of The Investment Committees Understanding The Checklist Priorities In Reviewing OCIO Providers Avoiding Conflicts Of The OCIO Provider How Institutions Are Minimizing Risk Through Diversification Strategies? The OCIO Institutions Make Their Case Customizing The OCIO Process Structuring OCIO Agreements The Keys To A Successful OCIO Relationship The Changing Role Of Consultants In An OCIO Environment Indemnification Issues And Finding Solutions Fiduciary Protocol Standards Fulfilling The Needs Of The Institutions Screening And Selecting The Right OCIO Model From The Top 100 SPEAKERS Investment Performance Services LLC Clearbrook Global Advisors Northern Trust Kamp Consulting Solutions Hartford Foundation Curcio Webb Mercer William & Mary University Willis Towers Watson Verus Investments Wake Forest Medical Center Culinary Institute of America Mesa Investment Consulting Barge Consulting Global Risk Advisors Ball State University Foundation Fiduciary Advisory Advocates Natixis Global Asset Management
2 Investment Management Institute OCIO SOLUTIONS CONFERENCE December 3-4, The Hyatt Regency Greenwich CO-HOST: SKORINA OCIO NEWSLETTER Day One Thursday, December 3, :00 AM REGISTRATION OPENS WITH CONTINENTAL BREAKFAST 8:30 AM Opening Remarks: Co-Host: Charles Skorina Managing Partner, Publisher Skorina OCIO Newsletter 9:00 AM INVESTINGS IN THE NEW INVESTMENT WORLD Russ Mason President INVESTMENT MANAGEMENT INSTITUTE 9:15 AM AVOIDING CONFLICTS OF INTEREST David Russell, CFA Senior Consultant INVESTMENT PERFORMANCE SERVICES 9:45 AM CUSTOMIZING THE OCIO PROCESS Tim Ng, Head of Research CLEARBROOK GLOBAL ADVISORS 10:15 AM MORNING RECEPTION
3 10:30 AM TAKING ADVANTAGE OF MARKET OPPORTUNITIES Joe McInery NORTHERN TRUST 11:15 AM MEASURING THE SUCCESS OF OCIO PROVIDERS Russell Kamp Managing Partner KAMP CONSULTING SOLUTIONS 12 Noon LUNCHEON WITH SPEAKERS & DELEGATES 1:30 PM WORKING WITH THE EVOLVING ROLE OF THE INVESTMENT COMMITTEES Phil Edwards CURCIO WEBB Ian Toner, CFA VERUS INVESTMENTS 2:15 PM UNDERSTANDING THE CHECKLIST PRIORITIES IN REVIEWING OCIO PROVIDERS Travis Pruit, CFA MERCER CONSULTANTS Karen Chandor, CFA, CAIA MERCER CONSULTANTS 3:0O PM AFTERNOON RECEPTION 3:15 PM HOW INSTITUTIONS ARE MINIMIZING RISK THROUGH DIVERSIFICATION STRATEGIES? Mark Ruloff Director of Asset Allocation WILLIS TOWERS WATSON Chris McGoldrick Director WILLIS TOWERS WATSON
4 4:0O PM THE OCIO INSTITUTIONS MAKE THEIR CASE Jim Dunn Chief Investment Officer WAKE FOREST MEDICAL CENTER John Daly Chairman, Investment Committee CULINARY INSTITUTE OF AMERICA Cynthia Steer Board Member HARTFORD FOUNDATION Bill Copan Chief Investment Officer WILLIAM & MARY UNIVERSITY 5:00 PM COCKTAIL RECEPTION
5 Investment Management Institute OCIO SOLUTIONS CONFERENCE December 3-4, The Hyatt Regency Greenwich CO-HOST: SKORINA OCIO NEWSLETTER Day Two Friday, December 4, :00 AM - REGISTRATION RE-OPENS WITH CONTINENTAL BREAKFAST 8:30 AM STRUCTURING OCIO AGREEMENTS THE KEYS TO A SUCCESSFUL OCIO RELATIONSHIP Bryan Decker MESA INVESTMENT CONSULTING Sidney Wigfall Managing Partner BARGE CONSULTING 9:15 AM THE CHANGING ROLE OF CONSULTANTS IN AN OCIO ENVIRONMENT Sam Won President GLOBAL RISK ADVISORS 10:00 AM MORNING RECEPTION 10:15 AM INDEMNIFICATION ISSUES AND FINDING SOLUTIONS David Bahlmann President Emeritus BALL STATE UNIVERSITY FOUNDATION 11:00 AM FIDUCIARY PROTOCOL STANDARDS FULFILLING THE NEEDS OF THE INSTITUTIONS Pat Mulvey Founder FIDUCIARY ADVISORY ADVOCATES
6 Curt Overlay, CFA Managed Portfolio Advisors NATIXIS GLOBAL ASSET MANAGEMENT 11:45 AM SCREENING AND SELECTING THE RIGHT OCIO MODEL FROM THE TOP 100 David W. Bahlmann President Emeritus BALL STATE UNIVERSITY FOUNDATION 12:30 PM CLOSE OF CONFERENCE Bryan Decker MESA INVESTMENT CONSULTING Travis Pruit, CFA MERCER CONSULTANTS Phil Edwards CURCIO WEBB David Russell, CFA Senior Consultant INVESTMENT PERFORMANCE SERVICES Ian Toner, CFA VERUS INVESTMENTS
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