Financial Research Associates’ Midwest OCIO Summit will discuss critical steps in selecting, interviewing, analyzing, and onboarding an OCIO. Other conference highlights include governance and fiduciary issues surrounding the management of the relationship, ways to benchmark and evaluate the partnership, and challenges surrounding the maintenance of the agreement.
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer
Top Reasons to Attend:
Hear directly from peers who have gone through the outsourcing process
Learn critical steps in performing due diligence when selecting a provider
Examine unique ways to request information on outsourcing
Gain specific takeaways on benchmarking and evaluating performance
Discuss best practices in governance and policy constraints
Learn ways to ease the transition into an outsourced system
Understand the complexities around terminating the arrangement
Connect with colleagues and expand your network!
View the conference brochure here
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.
For more information, please contact Whitney Betts at 704-341-2445.
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