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.
The Solutions Scoop
Latest Episodes
Meet the OCIOs - Sona Menon from Morgan Stanley Wealth Management
Our guest Sona Menon, serves as the Head of the Outsourced Chief Investment Office (OCIO) within Morgan Stanley Wealth Management. Sona also oversees the institutional product platform which sources and accesses institutional managers fo...
Meet the OCIOs - Anne Marie Schultz from Mercer
Our guest Anne Marie Schultz is a Partner and the U.S. Investments Commercial Leader at Mercer, responsible for driving growth across investment tools, advice and solutions for all clients. Anne Marie and Institute co-founder Ama...
Meet the OCIOs - Dan Farley from State Street Investment Management
Our guest Dan Farley, Executive Vice President at State Street and CIO for the Investment Solutions Group is responsible for the management and development of asset allocation strategies for institutional clients around the world. He leads a ...
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...
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...
