Working with Outsourced CIOs
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   Thursday February 26th  |  Working with Outsourced CIOs

The outsourced chief investment officer (OCIO) movement is becoming the fastest growing business segment for investment consultants and a major new distribution channel for hedge funds and other asset managers. Consultants expect the OCIO business to top $1.5 trillion by 2015 and comprise 18.5% of total assets by 2016.

Over the past decade, institutional investors have been seeking more proactive advice and ceding portfolio decision-making, as investment options have grown increasingly complex and markets have become more volatile. There are many reasons why institutional investors and corporations are implementing an OCIO solution. These include:

  • A lack of internal resources.
  • A greater interest in sharing fiduciary responsibilities.
  • The need for faster decision-making and implementation of investment decisions in increasingly complex and fast-moving capital markets.

In our continuing effort to educate our members on growing trends within the investment management industry the CTHFA has once again assembled a panel of experts in this growing field that have agreed to share with us their time and expertise.

Indian Harbor Yacht Club in Greenwich, CT
710 Steamboat Road
Greenwich, CT 06830
(203) 869-2484

 

 

5:00 - 6:00 - Registration, Cocktails and Networking
6:00 - 7:00 - Main program
7:00 - 8:00 - Cocktails and Networking

 

 

Nina Scherago, CFA
Managing Partner of Edgehill Endowment Partners

Nina Scherago is a leading practitioner in the endowment and foundation investment management field. She co-founded Edgehill Endowment Partners with her partner, Ellen Shuman, to bring investment excellence to a select number of endowments and foundations by serving as their comprehensive outsourced investment office.

Prior to founding Edgehill, she was Deputy Chief Investment Officer of The Investment Fund for Foundations (TIFF), an organization she served for 13 years (1998-2012). She served as a TIFF board member before she was recruited to TIFF by its founding President, David Salem. Nina established and led TIFF’s hedge fund program known as the TIFF Absolute Return Pools. Under Nina’s leadership, the TIFF Absolute Return Pools progressed from an idea to $3 billion with more than 220 clients. During her tenure, TIFF’s assets grew to $10 billion for 900+ clients.

Prior to joining TIFF, Nina served as a Managing Director at Howard Hughes Medical Institute (HHMI) for 10 years (1988-1998), where she developed the private investment program. She was responsible for private equity and real assets that included buyouts, venture capital, real estate, energy and timber. Nina built HHMI’s private investment portfolio from $150 million to $1.2 billion over a 10-year period and developed a team.

Nina has served on the boards of foundations, independent schools and colleges. She currently serves as a Trustee of Smith College, and until recently chaired its investment committee. Nina has been involved with Smith College as either a trustee and/or an investment committee member for 17 years. She just completed a 9-year term on the board of the University of Virginia Investment Management Company (UVIMCO) in June 2013.

Nina graduated with a B.A. from Smith College and received an MBA from the Darden School at the University of Virginia. She has earned the Chartered Financial Analyst designation.

 

Peggy Eisen, CFA
Investment Committee Chair for The Smith College Endowment

Ms. Eisen is an investment professional who has delivered pioneering asset management and pension strategies throughout her career. She managed multi-billion dollar portfolios as the Managing Director of Equities and Strategy for two of the largest corporate pension funds in the U. S. at DuPont and General Motors.

Ms. Eisen’s professional experience has been rich and varied. In addition to her investing experience she joined CFA Institute as the first Managing Director of Marketing and Communications. During her tenure she transformed the US‐centric association into an acknowledged global organization serving the worldwide community of investment professionals by envisioning and executing its first strategic marketing and communications plan.

Currently she serves as a trustee for the Columbia Wanger Acorn funds, chairs the Compliance Committee, and is a member of the Contract and Securities Lending Committees. Ms. Eisen is also Lead Director of the board of the Burnham Funds. She serves as a member of the Principal Transactions Committee of the Board of Directors of One William Street, a private equity and hedge fund firm specializing in asset‐backed securities.

Ms. Eisen earned an MBA with Distinction, Finance, Entrepreneurship from BABSON COLLEGE, Wellesley, MA

 

Christopher Cesare
Consultant - Founder and Partner of Rocaton

Chris joined Rocaton in 2002 after 6 years at Barra RogersCasey, where he served as Managing Director and Senior Consultant. Chris previously worked as a plan sponsor at United Parcel Service in Atlanta for 7 years.

Chris earned an M.B.A. from Emory University and a B.S. with a major in Finance from the University of Connecticut.

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