The Outsourced CIO Summit

The ONLY Event Thoroughly Exploring the Outsourced CIO Option

June 24-25, 2013
Miami Beach, FL
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Are you considering outsourcing all or part of your investment management functions? If so, you can’t miss this unique event that delves into the specifics of investment outsourcing.  This the ONLY event that focuses in-depth on the key issues involved in deciding to outsource: governance and policy issues, various outsourcing models, vendor selection, due diligence, and much more. Plus, you’ll hear case studies from investors who have gone through the process themselves!

Topics at Glance:

  • Should you outsource? If so, what and how much?
  • Various models of outsourcing
  • How much discretion to give a manager? What are the effects on your liability and fiduciary duties?
  • Selection of a vendor: Key points to look for
  • What are OCIO vendors looking for in sub-advisors?
  • The impact of outsourcing on your governance structure
  • What have been the experiences of investors who have outsourced?
  • What are the most important factors in selecting a vendor?
  • Should you outsource all or some of your portfolio?
  • How can you best structure a mandate?
  • What are the various outsourcing models and how do they differ?
  • How can you determine which model is best for you?
  • What does outsourcing mean to your fiduciary responsibility?
  • Should you issue a RFP, RFI, or hire a specialized consultant to select your vendor?

June 24-25, 2013
The Ritz-Carlton, South Beach
One Lincoln Road
Miami Beach, Florida 33139
(786) 276-4000

Experience The Ritz-Carlton, South Beach hotel and discover the sophistication of Miami Beach’s most famous community.  With breathtaking oceanfront views and personalized service, this luxury Miami hotel offers impeccable accommodations in the heart of South Beach.

We have a block of rooms reserved at a special rate of $259/night. This rate expires on May 24, 2013. To receive a room at the negotiated rate, book well before the expiration date and mention the “FRA Outsourced CIO/DCIO Conference”.

  • Hear directly from investors who have outsourced some—or all—of their investment management functions
  • Compare and contrast outsourcing models and vendors: what do they have to offer and what’s right for you?
  • Explore the questions of fiduciary responsibility and liability when outsourcing
  • Examine vendors fee structures
  • Gain insight on how much discretion to give an outsourcing vendor
  • Determine if an open or closed architecture model is best for you
  • Hear the pros and cons of using a specialized search firm
  • Learn how to evaluate an outsourcer’s sub-advisors
  • Discover how to effectively outline your expectations from the start
  • Endowments and Foundations
  • Plan sponsors, both corporate and public
  • Hospital and healthcare funds
  • Sovereign wealth funds
  • Investment management professionals
  • Family offices
  • Investment consultants and providers of outsourcing services

Register Now: Space is Limited!

For more information and to register, contact Whitney Betts at (704) 341-2445 or wbetts@frallc.com. Group Discounts Available!

For speaking and sponsorship opportunities, contact Menna Lloyd-White at (704) 341-2440 or mlloydwhite@frallc.com.

[+] Register Now

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The Outsourced CIO Summit

June 24-25, 2013 — The Ritz-Carlton South Beach, Miami, FL

Hear form investors who have gone through the outsourcing process at the only conference of its kind. Don’t miss your chance to hear form those who’ve “been there and done that!”

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