The Outsourcing CIO Summit For Endowments & Foundations

Will be moving to April 4-5, 2017 due to the snowstorm expected in NYC tomorrow.

April 4-5, 2017
New York, NY

What You'll Hear

From outsourcing the CIO function to finding external advisors for your investment needs, this intensive two-day event will explore the possibilities available to you. Our speaking faculty of innovative investors will examine the basic outsourcing models available and coach you in defining your goals, teaming you with the outsource partner best suited to your needs and customizing their services to meet your objectives.

Through in-depth research with a wide-array of quality thought leaders, we’ve carefully crafted an agenda that’s primed to be the ultimate resource in the OCIO process!

Topics at a Glance

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

Top Reasons To Attend

Unlike other outsourcing programs, this event features more in-depth sessions on the most pressing issues:

  • Leveraging the Different Types of Available Outsourced Services
  • Evaluating Fee Structures and Value Propositions
  • Establishing Benchmarks and Monitoring Performance
  • Correlating Fiduciary Responsibility and Governance to Outsourced Relationships
  • Transitioning from Traditional Investing to External Advisors

Who Should Attend

This program is ultimately designed for senior-level personnel addressing the choice to outsource the chief investment officer role or not:

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

Get Answers To These Important Questions

  • How do I decide between internal and external investment options?
  • How do I develop a strategy to leverage investment outsourcing to achieve my objectives?
  • How do I weigh the different types of outsource services available?
  • How do I understand the fee structures and assess the value propositions?
  • How do I choose the best suited provider?
  • How do I develop benchmarks and effectively monitor performance?
  • What plans do I need to have in place to transition smoothly to the next step?
  • How do I effectively communicate with my external provider?
  • Who assumes the fiduciary responsibility and governance in the outsourced relationship?
  • …and much more!

When & Where

April 4-5, 2017

The Princeton Club of NY
15 West 43rd St.
New York, New York 10036

If you require overnight accommodations for this conference, please contact any of the following nearby hotels. Please note that FRA does not have a negotiated rate with any of these hotels.

Area Hotels:
InterContinental Times Square - 212-803-4500
Westin Times Square - 866-837-4183
Millennium Broadway Hotel - 212-768-4400
Hotel Sofitel New York - 212-354-8844


Register Now: Space is Limited!

For more information and to register, contact Kathie Eberhard at 704-341-2439 or

For speaking and sponsorship opportunities, contact Samantha Rosky at 704.341.2390 or

[+] Register Now


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