Investment Management Institute

OCIO Solutions Summit

March 11, 2020 (Stamford Marriott Hotel & Spa -243 Tresser Blvd, Stamford, CT)

conference Highlights

♦The Benefits Of OCIO ♦Knowing The Screening & Selection Process ♦Working With Investment Committees ♦Customizing The OCIO Services – The Future ♦How The Consultant’s Model Is Evolving

♦The Role Of Alternatives In In An OCIO Portfolio ♦Why Institutions Are Embracing OCIO ♦How Institutions Are Evaluating An OCIO’s Performance ♦The Future of OCIO – Taking Advantage of the changing market

Participating Firms:

St. John’s College ♦ CAPTRUST ♦ Wildlife Conservation Society ♦ Mercer ♦ Colonial Consulting, LLC ♦ Manager Analysis Services, LLC ♦ The Iona College ♦ Your Second Opinion, LLC ♦Clearbrook ♦ Cambridge Associates ♦Columbia University Teacher’s College ♦ The Culinary Institute of America ♦ Ryan ALM ♦ SCA Compliance + Consulting Group, LLC ♦ Mutual of America ♦ Fiduciary Advisor Advocates ♦ Augustus Advisors LLC ♦ WE Family Offices ♦ Fund Evaluation Group ♦ Galaxy Family Resources LLC ♦ Chestnut Advisory ♦ UN Consulting ♦ Pentegra ♦ Your Second Opinion, LLC ♦ Mesa Investment Consulting, LLC

Register Now!

Investment Management Institute

OCIO Solutions Summit March 11, 2020

(Stamford Marriott Hotel & Spa -243 Tresser Blvd, Stamford, CT)

8:00 AM Registrations Open With Continental Breakfast 8:15AM Welcome Remarks

Speaker: Russell Mason President Investment Management Institute

8:30 AM The Benefits Of OCIO An increasingly complex and challenging investment environment has motivated institutional investors to consider more comprehensive approaches for managing their assets. As investment committees, Boards and finance executives continue to find the task more challenging, many are electing to outsource investment management. Depending on the individual organization the reasons for electing to outsource might vary yet the subsequent benefits are relatively consistent. This panel discussion will focus on how investors ranging from defined benefit and defined contribution retirement plans, nonprofits and healthcare organizations have benefitted from investment outsourcing. Through case study examples and latest industry research, the discussion will highlight a variety of benefits including added layers of fiduciary protection, additional resources to complement current staff, quicker decisions around manager changes and enhanced diversification and access to managers with high investment minimums.

Speakers: Tom Donahoe, JD, FRM

OCIO/Governance Practice Leader Manager Analysis Services LLC

Sean P. Cover Executive Director of Treasury and Investment Operations Wildlife Conservation Society

9:15 AM Knowing The Screening & Selection Process

Speakers: Amanda Tepper CEO

Chestnut Advisory

Ulf Nofelt President UN Consulting Sidney Wigfall, JD/Esq. Founding-Managing Partner/Consultant & Managing Corporate Counsel SCA Compliance + Consulting Group (LLC)

10:00 AM Mid-Morning Reception

10:15AM Working With Investment Committees Investment committees vary widely in size, investment sophistication, frequency of meeting and continuity. From the

development of the investment policy statement to asset allocation, manager selection, reporting and review the OCIO

needs to be attentive to the nuances of committees and their mandate. Transitioning from a traditional advisory

relationship to an OCIO relationship can pose particular challenges, highlighting the need for very clearly delineated

engagement parameters. This panel explores issues in the IC/OCIO interface.

Speakers: Karen Chandor, CFA, CAIA Principal Mercer

Bruce G. Wilcox Chairman Investment Committee Columbia University Teacher’s College

11:00 AM Customizing The OCIO Services – The Future

Speakers: Joseph O’Reilly Vice President, Marketing/Sales Mutual of America Capital Management LLC

Charlie Georgalas Chief Executive Officer Colonial Consulting, LLC

11:30 AM How The Consultant’s Model Is Evolving

OCIO clients are expanding their portfolios often into marketing and products unfamiliar to them. Many consultants are responding with new ideal and strategies this is also putting a greater incursive on client meetings. Learn from this distinguished panel how consultants are fulfilling client objectives on this changing investment climate.

Speakers: Fernando Garip Managing Director, Director of Portfolio Strategy Clearbrook Global Advisors

Jeffry Haber, PhD, CPA Senior Director, Finance The Commonwealth Fund

Russell Campbell CEO Your Second Opinion, LLC

12:15 PM LUNCHEON WITH DELEGATES & SPEAKERS 1:30 PM The Role Of Alternatives In In An OCIO Portfolio

Speakers: Chris Cutler, CFA President Manager Analyst Services

Russell Kamp Director Ryan ALM, Inc.

2:00 PM Why Institutional Investors Are Embracing OCIO

Speakers: Harold Hughes Chairman, Endowment Investment Committee St. John's College

Bruce Graham, CFA Senior Vice President, Financial Advisor CAPTRUST 2:30 PM How Institutions Are Evaluating An OCIO’s Performance

Speakers: John N. Daly Trustee Emeritus, Investment Committee Member The Culinary Institute of America

T. Pat Mulvey Director Fiduciary Advisor Advocates

3:00 PM AFTERNOON BREAK

3:15 PM The Future Of OCIO – Taking Advantage Of The Changing Market

Speaker: J. Alan Lenahan, CFA, CAIA CIO – Head of OCIO Fund Evaluation Group Scott Stone

Senior Vice President, CIO Pentegra

Bryan Decker Principal & Managing Director Mesa Investment Consulting LLC

4:00 PM Close Conference