ADVANCED OUTSOURCING STRATEGIES

• Develop a blueprint for securing board approval
• New approaches to fiduciary responsibility, fulfilling your obligations
• Develop an effective RFP Process, shorten the duration and manage due diligence
• Switching OCIOs: Examining exit strategies, contractual issues and legacy investments
• Examine trends and opportunities in investment outsourcing
• Meet HNW & family offices who are positioning themselves as institutions
• Hear from endowments that have spun out of the university umbrella to cut costs and secure high caliber investment staff