Outsourced CIO Summit

June 22nd - 24th, 2013 • Miami Beach, FL

Past Event:

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

Location Details

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The Ritz-Carlton, South Beach
One Lincoln Road
Miami Beach, Florida 33139
United States

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