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
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 alternative investing experts at some of the industry’s leading asset management firms:
Brandon Dees
Head of Alternative Investment Solutions
Morgan Stanley OCIO & Family Office
Jake Pflaum, CFA
Partner, Private Investments Team
American Century Investments
Kenneth Pitman CFA, CAIA
Principal, Alternative Investments Director
Mercer
This panel discussion, originally recorded as an Institute webinar on July 24th, 2024 covers:
- What types of alternatives solutions are available - and what are not yet available to investors today?
- What is the outlook for various alternative asset classes?
- How should investors using solutions think about and evaluate the all-in value proposition of alternatives investments: risk/return, fees, liquidity, documentation, etc?
This podcast is owned and produced by the Chestnut Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.
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 to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.
This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.
