OCIO SOLUTIONS SUMMIT

Transcription

1 Register Now! $200 off Investment Management Institute 165 W. Putnam Avenue, Greenwich, CT PRESENTS OCIO SOLUTIONS SUMMIT June 13, 2018 The Stamford Hilton Hotel One First Stamford Place, Stamford, CT Conference Highlights Investing In The New Investment World Why Institutions Are Embracing OCIO How OCIO Providers Are Minimizing Risk Integrating Technology With OCIO Obtaining Performance Over Multi-Asset Classes Avoiding Conflicts Of Interest Customizing The OCIO Process Working With Evolving Role Of Investment Committees Screening & Selecting The Best Fit OCIO Asset Managers Measuring And Monitoring OCIO Performance How Consultants Role Is Changing The Many Benefits of OCIO Confirmed Speakers Iona College Wildlife Conservation Society Wilshire Associates Chestnut Advisory Group SEI NEPC Willis Towers Watson Pentegra SCA Compliance + Consulting Group (LLC) Clearbrook Global Advisors State Street Global Advisors New Providence E Street Management, LLC Rotary International Foundation Investment Committee Wilshire Associates Galaxy Family Resources, LLC Edgehill Endowments Partners Wethersfield Foundation, Inc. Curcio Webb The Culinary Institute Of America Your Second Opinion, LLC Captrust Financial Advisors Global Risk Management Advisors, Inc. Colonial Consulting Manager Analysis Services, LLC Manhattan Ridge Advisors Altman Foundation Milestone Group Vanguard

2 Investment Management Institute 165 W. Putnam Avenue, Greenwich, CT OCIO SOLUTIONS SUMMIT June 13, 2018 The Stamford Hilton Hotel 8:00 AM Registration Opens with Continental Breakfast 8:15 AM Opening Remarks INVESTING IN THE NEW INVESTMENT WORLD Speaker: Russ Mason Investment Management Institute 8:30 AM WHY INSTITUTIONS ARE EMBRACING OCIO Jeffry Haber Professor and Chair Iona College Sean P. Cover Director of Treasury and Investment Operations Wildlife Conservation Society Thomas C. Donahue, Esq., FRM, PRM Chief Investment Officer and Executive Director Wethersfield Foundation, Inc. 9:15 AM INTEGRATING TECHNOLOGY WITH OCIO Samuel K. Won Founder and Managing Director Global Risk Management Advisors, Inc. Lenia Ascenso Director of Operations, Discretionary NEPC, LLC Randal McGathey Vice, Multi-Asset Product North America Milestone Group North America 10:00 AM Mid-Morning Coffee Break

3 10:15 AM OBTAINING PERFORMANCE OVER MULTI-ASSET CLASSES Scott Stone Senior Vice & Chief Investment Officer Pentegra Christopher Cutler CFA Manager Analysis Services, LLC Christopher Philips, CFA Principal, Head of Vanguard Institutional Advisory Services Vanguard Institutional Investor Group 11:00 AM AVOIDING CONFLICTS OF INTEREST Amanda Tepper CEO Chestnut Advisory Group Sidney Wigfall, JD/Esq. Founding-Managing Partner/Consultant & Managing Corporate Counsel SCA Compliance + Consulting Group (LLC) Charlie Georgalas, CFA Colonial Consulting 11:45 AM CUSTOMIZING THE OCIO PROCESS Tim C. Ng Chief Investment Officer Clearbrook Global Advisors 12:30 PM LUNCHEON David Wiederecht Executive Vice, Head of Global OCIO State Street Global Advisors John Townsend Trustee and Head of Finance Committee Altman Foundation

4 1:30 PM WORKING WITH EVOLVING ROLE OF INVESTMENT COMMITTEE For years many members of the investment committees have enjoyed the perk of visiting managers. But this has changed with the institutions diversifying into numerous products leaving visitations of minimal value especially with institutions having doubled their managers. Today investment committees need to be sophisticated in their knowledge and understanding of investments. Failing this they will be putting their institutions at greater performance risk. They are having their institutions assume. Bruce G. Wilcox Chief Executive Officer E Street Management, LLC Nina Scherago Managing Partner Edgehill Endowments Partners Bruce L. Graham, CFA Vice, Financial Advisor Captrust Financial Advisors 2:15 PM SCREENING & SELECTING THE BEST FIT OCIO ASSET MANAGERS Phil Edwards Curcio Webb John N. Daly Trustee and Member of the Investment Committee The Culinary Institute Of America David Bahlmann Member Rotary International Foundation Investment Committee 3:00 PM Afternoon Break 3:15 PM MEASURING & MONITORING OCIO PERFORMANCE This session will offer an in-depth discussion of evaluating, measuring and monitoring OCIO services. The panel includes practitioners from leading firms in the OCIO space including RVK, Inc., NEPC, and S&P Dow Jones Indices. Topics of this interactive discussion will include: How should fiduciaries evaluate an OCIO provider? What aspects and attributes can/should you measure? What and how to monitor the OCIO services? How is investment performance reported and what to benchmark this against? Russell Campbell CEO Your Second Opinion, LLC Eugene T. Miller Galaxy Family Resources, LLC

5 3:45 PM HOW CONSULTANTS ROLE IS CHANGING Speaker: Steven F. Charlton, CFA Director of Consulting Services NEPC, LLC Don Edmonds Senior Consultant Wilshire Associates 4:00 PM THE MANY BENEFITS OF OCIO An increasingly complex and challenging investment environment has motivated institutional investors to consider more comprehensive approaches for managing their assets. As investment committees, Boards and finance executives continue to find the task more challenging, many are electing to outsource investment management. Depending on the individual organization the reasons for electing to outsource might vary yet the subsequent benefits are relatively consistent. This panel discussion will focus on how investors ranging from defined benefit and defined contribution retirement plans, nonprofits and healthcare organizations have benefitted from investment outsourcing. Through case study examples and latest industry research, the discussion will highlight a variety of benefits including added layers of fiduciary protection, additional resources to complement current staff, quicker decisions around manager changes and enhanced diversification and access to managers with high investment minimums. Ernest A. Liebre Senior Vice, Financial Advisor Captrust Financial Advisors Eric Mangold Vice, Wealth Management MANHATTAN RIDGE ADVISORS 4:30 PM CONFERENCE CLOSE