AOS Original, Conference / Seminar, Global Passport, Virtual Events & Programming

Outsourced CIO Event

Wednesday, July 24 | 5:30 PM - 8:00 PM

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Overview

An Asset Owner Series™ Event

This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear the investment views of several of the region’s most prominent professionals.

    In-person registration will close exactly 24hrs before the start of the event.    In-person registration will close exactly 24hrs before the start of the event.

Agenda

5:00 PM | REGISTRATION

5:25 PM | INTRODUCTION


5:30 PM | FIRESIDE CHAT 

Christopher Brockmeyer, Director of Employee Benefit Funds, Broadway League

Jason Lamin, Founder & CEO, Lenox Park Solutions, Inc.


6:00 PM | PANEL DISCUSSION

Moderator

Lindsey Rubinstein, Senior Executive & Managing Director, Opus Capital Management LLC

Panelist

Olaolu Aganga, Partner, US Chief Investment Officer, Mercer

Jeffrey Blazek, CFA, Head of the US Northeast & Midwest Endowment & Foundation Practice, Cambridge Associates

Thomas Kennelly, Head of OCIO Investment Strategy, State Street Global Advisors

Timothy Ng, Senior Consultant & Research Forum Committee Member, Fiducient Advisors

Floyd Simpson III, CFA, CAIA, CFP, Director, PFM Asset Management


7:00 PM | Q&A


7:10 PM | CLOSING REMARKS


7:15 PM | NETWORKING RECEPTION

Gold Sponsor