Investment Outsourcing Strategy Summit 2014 covers topics such as:
- New approaches to fiduciary responsibility, fulfilling your obligations
- Develop a blueprint for securing board approval
- Switching OCIOs: Examining exit strategies, contractual issues and legacy investments
- Develop an effective RFP Process, shorten the duration and manage due diligence
- Meet HNW & family offices who are positioning themselves as institutions
- Examine trends and opportunities in investment outsourcing
- Hear from endowments that have spun out of the university umbrella to cut costs and secure high caliber investment staff
Investment Outsourcing Strategy Summit 2014 brings together delegates from:
- Pensions
- Exec. Directors
- Trustees
- Dir. of Investments
- Investment managers
- Endowments & Foundations
- OCIOs
- CIOs
- Trustees
- CFOs
- Investment Committee members
- Hospitals & Health Systems
- VPs Finance
- CFOs
- Trustees
- Family Offices
- OCIOs
- CIOs
- VPs of Finance
- CFOs
- Trustees
