Nonprofit Investors and Investment Solutions
05/15/24 • 50 min
Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on the exclusive market research findings in the Chestnut Solutions Institute’s new report, Defining Investment Solutions, our panel of asset owners and asset managers discuss issues including:
- What are the key needs of different types of non-profit institutions? Why do non-profit investors find holistic solutions-based products and services so attractive today?
- What are the biggest challenges that solutions providers face in meeting the needs of non-profit clients?
Chestnut Advisor, Mary Jane Bobyock hosts this discussion originally recorded as a webinar on May 15th, 2024, with guests:
Mark Brovak
VP, CFO
The Foundation for Western Washington University
Bernie Reidy
Managing Director, National Endowment and Foundations Executive
Bank of America
Teresa Rodgers
Executive Director
The Presser Foundation
Jack Serhant
Vice President, Head of Solutions Distribution
State Street Global Advisors
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.
Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on the exclusive market research findings in the Chestnut Solutions Institute’s new report, Defining Investment Solutions, our panel of asset owners and asset managers discuss issues including:
- What are the key needs of different types of non-profit institutions? Why do non-profit investors find holistic solutions-based products and services so attractive today?
- What are the biggest challenges that solutions providers face in meeting the needs of non-profit clients?
Chestnut Advisor, Mary Jane Bobyock hosts this discussion originally recorded as a webinar on May 15th, 2024, with guests:
Mark Brovak
VP, CFO
The Foundation for Western Washington University
Bernie Reidy
Managing Director, National Endowment and Foundations Executive
Bank of America
Teresa Rodgers
Executive Director
The Presser Foundation
Jack Serhant
Vice President, Head of Solutions Distribution
State Street Global Advisors
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.
Previous Episode
Evaluating OCIOs - The Search Consultants' Perspective
Investors seeking holistic solutions to achieve their investment goals are increasingly turning to third party advisors known as OCIO search consultants - for support in identifying the best provider(s) to meet those needs. Our guests are three of these prominent search consultants:
Brad Alford
Founder
Alpha Capital Management
Larry Coats
President and CEO
ClearView Fiduciary Alliance
Gregory Metzger
Senior Consultant, Practice Leader
North Pier Search Consulting
In this episode, originally recorded as a webinar on July 27th, 2023, Chestnut Managing Partner Amanda Tepper and the OCIO search consultant panelists discuss key issues in the investment solutions marketplace today, including:
What different types of investors seek and value most from investment solutions providers
How OCIO search consultants evaluate the increasingly wide range of investment solutions features available to investors today
How OCIO search consultants are evaluating OCIO/solutions providers on an ongoing basis after they have been hired.
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.
Next Episode
Alternatives and Investment Solutions
Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Join Eva Xu, PhD, CFA, and Chestnut Advisor as she hosts a panel of alternative investing experts at some of the industry’s leading asset management firms:
Brandon Dees
Head of Alternative Investment Solutions
Morgan Stanley OCIO & Family Office
Jake Pflaum, CFA
Partner, Private Investments Team
American Century Investments
Kenneth Pitman CFA, CAIA
Principal, Alternative Investments Director
Mercer
This panel discussion, originally recorded as an Institute webinar on July 24th, 2024 covers:
- What types of alternatives solutions are available - and what are not yet available to investors today?
- What is the outlook for various alternative asset classes?
- How should investors using solutions think about and evaluate the all-in value proposition of alternatives investments: risk/return, fees, liquidity, documentation, etc?
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.
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