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


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

Prices are for evaluation only.

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