Annual OCIO Summit

The Annual OCIO Summit is dedicated to cutting-edge, actionable insights from top foundations and endowments.

The Annual OCIO Summit covers topics such as:

  • Different Outsourcing Models and Methods
  • The Road to Outsourcing CIO Function
  • Benchmarking and Ongoing Monitoring of the OCIO
  • The Nuts and Bolts of Engaging an OCIO
  • Contribution Plan Management: What the OCIO Can Offer
  • Operationalizing an OCIO Strategy and Understanding Fiduciary Responsibility
  • Conflicts of Interest, Fees, and Transparency
  • Risky Business: Risk and Long-Term ALM
  • Extricating Your Organization from an OCIO Relationship

The Annual OCIO Summit brings together attendees involved or interested in:

  • Health System Funds
  • Endowments & Foundations
  • Family Offices
  • Pension Funds
  • PLUS:
  • Sovereign Wealth Funds
  • Providers of outsourcing services
  • Investment managers and consultants

Future Events

Annual OCIO Summit 2020

Important

Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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