The Solutions Scoop
This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman and Amanda Tepper, co-founders of the Chestnut Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem.
The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com for research insights and events hosted by the Chestnut Solutions Institute and follow us on LinkedIn.
Podcasting since 2023 • 13 episodes
The Solutions Scoop
Latest Episodes
Evaluating OCIOs and Solutions: A Holistic Value Measurement Framework
As the OCIO marketplace continues to expand, traditional investment evaluation techniques focused solely on performance and fees are no longer sufficient. The Chestnut Solutions has introduced the Holistic Value Measurement (HVM) framewo...
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43:45
OCIO 2.0 for Nonprofits: Bernie Reidy of Bank of America
Bernie Reidy, National Endowments & Foundations Executive at Bank of America, plays a pivotal role in shaping and executing his firm's national strategy serving endowments and foundations across the United States. He leads a t...
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Season 2
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Episode 4
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40:34
Playing a Bigger Game - Carol Geremia of MFS Investment Management
Carol W. Geremia is president of MFS Investment Management and co-head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's Enterprise Leadership Team, s...
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Season 2
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Episode 3
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55:11
Building Sustainable Solutions Businesses: A Conversation with Rosemont
This podcast is being jointly presented by the Chestnut Solutions Institute and Rosemont Investment Group, two firms that are deeply involved and invested in the successful growth of the solutions industry, each playing a very different and uni...
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Season 2
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Episode 2
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48:43
A Solutions Primer: Conversation with PMAC
Canadian institutional investors are increasingly joining the growing trend of seeking custom investment solutions to help them achieve their unique investment goals. The Canadian Institutional Client Network of PMAC (The Portfolio Manag...
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Season 2
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Episode 1
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44:14
