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April 4-5 The Outsourcing CIO Summit For Family Offices, Endowments & Foundations New York City
April 4-5
The Outsourcing CIO SummitFor Family Offices, Endowments & Foundations
New York City
Thank you for attending the conference!
Financial Research Associates is an accredited institution and we pride ourselves on the cutting edge presentations delivered at our
conferences. We make every effort to secure advance copies of these presentations for your continued review following the close
of the conference.
From time to time due to proprietary concerns or internal legal constraints, speakers are unable to submit presentations for
duplication and distribution. In this rare case, we encourage you to utilize the contact details provided in their biography to
request a single copy of the presentation.
If you have any additional questions or requests for information beyond what is in this document book, please feel free to contact
us at any time.
Thank You
Proudly Presents
Financial Research AssociatesProudly Presents
The Outsourcing CIO Summit
April 4-5, 2017 The Princeton Club, NYC
TheOutsourcingCIOSummitForFamilyOffices,Endowments&Foundations
April45,2017
ThePrincetonClub,NYC
DayOne:Tuesday,April4th
7:45a.m. RegistrationSponsoredby ContinentalBreakfast
8:45a.m. ChairsOpeningRemarksStephenLanzo,ManagingDirectorU.S.TRUST9:00a.m. MacroOverviewoftheOCIOLandscapeModerator:BryanDecker,ManagingDirectorMESAINVESTMENTCONSULTINGRogerWittlin,FormerChairandCurrentInvestmentCommitteeMemberASUENDOWMENTFOUNDATIONMichaelCagnina,VicePresidentandManagingDirectorSEISINSTITUTIONALGROUPMatthewWright,CFA,President&CIODISCIPLINAGROUP,LLC10:00a.m. MorningBreak
10:15a.m. KeynoteAddress:TheMarketAnalysis,AnInvestmentStrategyUpdate
BronwynBailey,Ph.D,VP,ResearchandInvestorRelationsAMERICANINVESTMENTCOUNCIL
11:00a.m. ItsTimeWeSpreadOurWingsBeyondTraditionalInvestmentManagementJohnMattera,ManagingDirectorU.S.TRUST
MarkoVukosavovic,ChiefFinancialOfficerACADEMYOFMANAGEMENT
11:45a.m. AsMoreFamilyOfficesTurntoExternalCIOs,RivalryHeatsUp
RobertCasey,DirectorofResearchFAMILYWEALTHALLIANCE
12:30p.m. NetworkingLuncheonSponsored
1:30p.m. DefiningtheYardsticktoMeasureYourOCIO
BryanDecker,ManagingDirectorMESAINVESTMENTCONSULTING
LeahZveglich,Founder,ManagingPartnerTHEASTERCLUB
2:30p.m. InteractivePolling:MakingaDifferenceinYourPortfolio
NedRosenman,Director,NationalEndowmentsandFoundationsBLACKROCK
CatherineUlozas,ChiefInvestmentOfficer/VicePresidentDREXELUNIVERSITY
3:15p.m. AfternoonBreak
3:45p.m. TheBenefitsanOCIOCanBringinAlternatives
KevinMatthews,VicePresidentandManagingDirector,SolutionsTeamSEISINSTITUTIONALGROUP
SidneyWigfall,FoundingManagingPartner/Consultant&ManagingCorporateCounselSCACOMPLIANCE+CONSULTINGGROUP(LLC)
MatthewWright,CFA,President&CIODISCIPLINAGROUP,LLC4:30p.m. TheOutsourcedCIOPartnership:ProblemorParadise
CharlotteBeyer,FounderINSTITUTEFORPRIVATEINVESTORS
5:00p.m. CocktailReception
6:00p.m. ConferenceAdjournstoDayTwo
DayTwo:Wednesday,April5th8:00a.m. EarlyRiserBreakfastBriefingsWakeupearlytojoinyourpeersininteractivenetworkingopportunitiesbyjoiningmoderatorledspecificissuediscussions.
8:45a.m. DayOneRecap
StephenLanzo,ManagingDirectorU.S.TRUST
9:00a.m. WeighingYourOptionstoMaketheIdealSelection
BryanDecker,ManagingDirectorMESAINVESTMENTCONSULTING
JaneKerr,DirectorSTRATEGICINVESTMENTGROUP
AnneReid,Assoc.VicePresidentforFinanceMORAVIANCOLLEGE
9:45a.m. WhatEveryInvestorNeedstoKnowAboutYourLegalResponsibilities
Moderator:JoyChaillou,ManagingDirector,NationalPracticeExecutiveU.S.TRUST
ChrisFowle,AssociateDirector,Americas,GlobalNetworks&OutreachPRINCIPLESFORRESPONSIBLEINVESTMENT
SidneyWigfall,FoundingManagingPartner/Consultant&ManagingCorporateCounsel
SCACOMPLIANCE+CONSULTINGGROUP(LLC)
Patrick Dunleavey, CPA, Accounting and Auditing ManagerBLUMSHAPIRO
10:45a.m. MorningBreak
11:00a.m. TransitioningYourPortfoliotoanOCIOModelDavidKushnerINDEPENDENTCONSULTANT
MichaelCagnina,VicePresidentandManagingDirectorSEISINSTITUTIONALGROUP
11:45a.m. MaximizingtheValueoftheOCIOPartnership
Moderator:JoyChaillou,ManagingDirector,NationalPracticeExecutiveU.S.TRUST
JRMiller,SeniorVicePresident,FinanceTHELEUKEMIA&LYMPHOMASOCIETY
WilliamHoran,VP,PrincipalandPlannedGivingSMILETRAIN
12:30p.m. Luncheon
ConferenceAdjourns
Dear Participants
Dear Conference Participant:
On behalf of Financial Research Associates, I would like to cordially welcome you to this industry event.
We have developed this event based on extensive industry research, structuring the topics and gathering together the speaker faculty based on feedback from numerous industry participants. Our goal is to provide you with the most up-to-date industry information possible, along with top-notch networking opportunities. Every effort has been made on our part to obtain the speakers presentations to be included in the PDF link that you have received via email. If a speakers presentation is not included in the PDF link, we ask that you contact the speaker directly. If we have failed to meet your expectations in any way, please let us know by completing the evaluation form provided at this event. Of course, we would like to hear positive feedback as well!
We appreciate that you have chosen to spend your timeand training dollars with us, and were committed tosatisfying your informational needs. Again, welcome tothis event and thank you for your participation wetruly value your business.
Additional Questions
If you have any additional questions orrequests for information beyond what is in thisdocument book, please feel free to contact us at
any time.
A link with final speaker presentations will beforwarded via email approximately
2 weeks after the conference.
Kelli BushHealthcare Education Associates
8430 Rea Rd, Suite BCharlotte, NC 28277
704-341-2377 Office704-341-2641 [email protected]
Platinum Sponsors
YOURE ABOUT TO MAKE A
Heres some help so you can make it with confidence.You already know the benefits of an OCIO modelimproved staff and committee focus, timely decision-making, favorable fees and improved insight. But choosing the right OCIO can be daunting. Thats why weve prepared these practical tools to help you do your research and make the right decision for your organization.
Learn more about our track record as one of the most experienced OCIO providers in the industry.seic.com/ocio
Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company. Information as of December 31, 2016.
Q QQOCIO Center >A wealth of resources
on the trend
Top 10 Questions You Shouldnt Skip > Key questions to ask and include in your RFP
Evaluation Tools >A set of tips and tools
for evaluating providers
BIGDECISION.
http://seic.com/ociohttp://www.seic.com/enUS/institutions/15830.htm?cmpid=INSTUSALLEVTOCIOSUMQ216-3http:/www.seic.com/enUS/institutions/15832.htm?cmpid=INSTUSALLEVTOCIOSUMQ216-3http://www.seic.com/enUS/institutions/9371.htm?cmpid=INSTUSALLEVTOCIOSUMQ216-3http://www.seic.com/enUS/institutions/15830.htm?cmpid=INSTUSALLEVTOCIOSUMQ216-3http://www.seic.com/enUS/institutions/9371.htm?cmpid=INSTUSALLEVTOCIOSUMQ216-3http://www.seic.com/enUS/institutions/15832.htm?cmpid=INSTUSALLEVTOCIOSUMQ216-3
WHEN CHOOSING AN OCIO,
EXPERIENCE MATTERSWhen selecting an OCIO, you want depth of experience and a seasoned provider. Weve answered the questions and smoothed the path for outsourcing-minded organizations like yours. Thats why more than 475 institutions around the world trust us to serve as their OCIO. Also:
25+ years of experience as an OCIO provider $283 billion in assets 300+ professionals to serve them Flexible approach tied to goals Customized, yet affordable model
Learn more about our track record as one of the most experienced OCIO providers in the industry.seic.com/ocio
Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company. Information as of December 31, 2016.
http://seic.com/ocio
Silver Sponsors
WHY STRATEGIC?
We aim to build enduring partnerships with our clients, characterized by a rigorous investment process, sound governance framework, and world-class client service.
strategicgroup.com
For more information, contact Nikki Kraus, CFA at +1 703.236.1752 or [email protected]
Copyright 2017. Strategic Investment Management, LLC. All rights reserved. Strategic Investment Group is a registed service mark of Strategic Investment Management, LLC.
strategicgroup.com
For more information, contact Nikki Kraus, CFA at +1 703.236.1752 or [email protected]
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Copyright 2017. Strategic Investment Management, LLC. All rights reserved. Strategic Investment Group is a registed service mark of Strategic Investment Management, LLC.
A PIONEER IN OCIO SOLUTIONS SINCE 1987.
Investment Excellence: One of the first dedicated OCIOs,Strategic Investment Group has a long-term record of provenresults.
Discipline: We employ a robust and repeatable investmentprocess, including sophisticated proprietary risk analytics.
Focus: Strategic is a purpose-built, dedicated OCIOwith aconflict-free business model.
Access: We believe our open-architecture platform allows us tosource top-tier m
