Investment Outsourcing Strategy Summit 2014

Key Topics

• 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

Who should Attend

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