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.
Episodes
13 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
Shape of Solutions 2025
Institutional and retail investors alike are increasingly seeking custom investment solutions - from multi-asset products to full OCIO engagements - to help them achieve their unique investment goals for 2025 and beyond. In this strategis...
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Season 1
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Episode 8
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1:05:20
Pension Investment Solutions
Pension plans face an array of choices in managing and overseeing their investments depending upon their circumstances, objectives and resources. These critical decisions require active engagement with constant evolution and innovation. Ravi...
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Season 1
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Episode 7
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47:18
Lisa Shalett - Morgan Stanley
Lisa Shalett is Chief Investment Officer and Head of Global Investment Office at Morgan Stanley Wealth Management. In this conversation, Chestnut Solutions Institute co-founder Amanda Tepper and Lisa discusses a wide ...
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Season 1
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Episode 6
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44:53
Asset Owners Guide to Investment Solutions
Asset owners of all types are increasingly adopting Investment solutions and OCIO products and services, yet the industry lacks standards and norms. The Chestnut Solutions Institute has introduced a new framework designed to help all investment...
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Season 1
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Episode 5
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31:12
Alternatives and Investment Solutions
Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Join Eva Xu, PhD, CFA, and Chestnut Advisor as she hosts a panel of ...
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Season 1
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Episode 4
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53:25
Nonprofit Investors and Investment Solutions
Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on the exclusive market research findings in the Chestnut Solutions Institute’s new report,
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Season 1
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Episode 3
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50:15
Evaluating OCIOs - The Search Consultants' Perspective
Investors seeking holistic solutions to achieve their investment goals are increasingly turning to third party advisors known as OCIO search consultants - for support in identifying the best provider(s) to meet those needs. Our guests are three...
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Season 1
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Episode 2
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46:25
Defining Investment Solutions
Investors and solutions providers are facing several critical challenges hindering a continuation of the industry’s recent rapid growth, notably a lack of standards or common definitions of solutions offered today. In the spring of 2023, Chestn...
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Season 1
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Episode 1
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47:04