The Outsourcing CIO Summit For Endowments & Foundations


The Outsourcing CIO Summit For Endowments & Foundations is dedicated to outsourcing the CIO function to finding external advisors for your investment needs, the possibilities available to you.

The Outsourcing CIO Summit For Endowments & Foundations covers topics such as:

  • Digging Deeper (or Delving Further) into the OCIO Landscape
  • Macro Overview of the OCIO Landscape
  • It’s Time We Spread Our Wings beyond Traditional Investment Management
  • Defining the Yardstick to Measure Your OCIO
  • Interactive Roundtables: Managing Costs Makes the Difference in Portfolio Performance
  • Interactive Polling: How Risk and Communication Affect Investment Returns
  • Who Bears the Fiduciary Responsibility – the OCIO, Consultant or the Board?
  • Breakfast Briefings: Joining Peers in an Interactive Environment Discussing Moderator Led Specific Issues
  • The Importance of Transaction Management in Creating a Successful Relationship
  • What Every Investor Needs to Know about Your Legal Responsibilities
  • Concluding Question & Answer Town Hall

The Outsourcing CIO Summit For Endowments & Foundations brings together senior attendees with job titles such as:

  • Investment Committee Members
  • Chief Investment Officers
  • Vice Presidents, Finance and Investment
  • Trustees
  • Controllers
  • Senior Directors, Foundations/Endowments
  • Asset Managers
  • Treasurers
  • Consultants
  • Managing Directors

Future Events

Past Events


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

Prices are for evaluation only.

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