The 8th Annual OCIO and Investment Outsourcing Summit

March 25, 2019

March 26, 2019

7:30 am To 6:00 pm

The Princeton Club New York, NY

$245 - $2,495

Event Description


The only place to find a deep dive on how to navigate outsourced investment management (OCIO), our conference brings together professionals that are interested in outsourcing with those that are already utilizing an OCIO. It’s an opportunity to network with peers to benchmark your OCIO against other organizations, learn what goes into optimizing an OCIO relationship, and leave equipped to evaluate the effectiveness of your OCIO to understand if they are achieving the results your organization needs.

This intensive two-day event offers an in-depth examination of how to find the OCIO best suited to your needs and how to optimize your collaboration. The demand for OCIOs is growing and due to this, a lot more potentials are throwing their hat in the ring to offer their service. Innovative institutional investors will guide you in evaluating the increasing variety of organizations offering OCIO services and explain how to find the right outsource partner. In addition, get a detailed examination of how to manage the relationship, from benchmarks and monitoring to managing risk and optimal communication, even including what to do when things just aren’t working out. The time is now to take the next step. Don’t miss this unique opportunity.


Foundation Research Associates

3420 Toringdon Way, Suite 240 Charlotte, NC 28277

(800) 280-8440

About the Organizers

Foundation Research Associates (FRA) is the preferred resource for professionals seeking cutting-edge information on the next wave of business opportunities in the areas of finance, law enforcement, government, legal and compliance.
Company Overview
FRA produces more than 20 conferences annually, focused on sophisticated topics and ample networking opportunities for thousands of executives from mid- to senior-level and C-suite. Our team of subject matter experts is often first to market with emerging topics and we pride ourselves on consistently delivering on top-quality operations and logistics to produce a seamless event.

Founded in 2001 as Financial Research Associates, the company is headquartered in Charlotte, North Carolina, and has expanded its financial roots to serve a multitude of industries under the name Foundation Research Associates – including but not limited to finance, law enforcement, government, legal and compliance. FRA operates alongside its counterpart, RISE, which serves the healthcare community in a similar capacity.

Visited 21 times, 1 Visit today