The Midwest OCIO Summit 2014 covers topics such as:
- How to Hire an Outsourcer: RFP, FRI, or a Specialized Search Firm?
- All, Some, or None: Making the Decision to Outsource
- A Brief Examination of Fees and Outsourcing Strategies
- Outsourcing Models—What Really Differentiates the Providers?
- From Start to Finish: A Detailed Case Study on Launching and Executing and Outsourced Strategy
- Onboarding and Preparing for the Transition to an OCIO
- How to Evaluate your OCIO: Monitoring, Maintaining, and Benchmarking Performance
- Operationalizing Your OCIO Relationship: How Governance Determines the Quality of the Dynamic
- What Happens When You Need to Change or Leave Your Provider?
- Your Fiduciary Responsibility under an OCIO Structure
The Midwest OCIO Summit 2014 brings together:
- Investment staff from Health System Funds, Endowments & Foundations, Family Offices, Pension Funds and Sovereign Wealth Funds
- Providers of outsourcing services
- Investment managers and consultants
OCIO = Outsourced Chief Investment Officer.
