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
Meet the OCIOs - Sona Menon from Morgan Stanley Wealth Management
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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 for the OCIO business. In these capacities, she oversees $145 billion in AUM across the various client segments. We discuss:
- Her career journey
- Morgan Stanley’s business and the OCIO market
- OCIO client trends
- Investment philosophy, portfolio construction
- Future priorities
Our Meet the OCIOs series are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.
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.
