The rapid growth of OCIOs creates both an opportunity and a threat for asset managers. Our expert panel will share exclusive research into best practices for managers looking to partner with OCIOs, and for OCIOs looking to grow their business. The panel will also reveal hidden risks facing allocators and managers in these OCIO relationships.
Brian D. Binkley, CFA – Senior Investment Consultant, Vanguard
Brian is a senior investment consultant with Vanguard Institutional Advisory Services (VIAS) where he serves as the outsourced chief investment officer (OCIO) to pensions, endowments and foundations. Brian joined Vanguard with 20 years of broad investment experience. Most recently, Brian was a senior investment consultant at Aon Hewitt Investment Consulting, where he advised large plan sponsors on asset allocation, portfolio construction and investment manager selection and monitoring. Prior to Aon Hewitt Investment Consulting, Brian worked at GE Asset Management for over a decade. He served as a client portfolio manager for GE Asset Management’s international, global and emerging market equity products representing over $25B in AUM. Before GE, he worked at Citigroup Global Asset Management as an assistant portfolio manager within the private bank.
Brian holds an M.B.A. from The University of Connecticut and graduated with honors from Siena College with a B.S. in Economics. Brian is a Chartered Financial Analyst (CFA) charterholder and currently serves on the Board of the CFA Society of Stamford and was President of the Board from 2015-2017.
Jeffrey Blazek, CFA – Managing Director, Cambridge Associates
Jeff is a Managing Director and an Outsourced Chief Investment Officer in Cambridge Associates’ Pension Practice, and leads the firm’s presence in New York City. Prior to rejoining Cambridge Associates in 2017, Jeff was a Managing Director at NewYork-Presbyterian Hospital (NYP) from 2014 to 2017. While at NYP, Jeff served as a key decision maker on $8 billion of investments and had responsibility for global equities (both public and private), hedge funds and fixed income. From 2008 to 2014, Jeff was a Managing Director at Cambridge’s Dallas office, where he advised a number of pension, endowment and foundation portfolios.
Jeff has 14 years of advising and managing large pension assets, including his time at Cambridge, NYP and his tenure (2003 to 2008) on the investment staff of the Teacher Retirement System of Texas (“TRS”) in Austin, one of the largest public plans in the US. Jeff was recognized by Chief Investment Officer magazine as a 2017 “Knowledge Broker”, a list of the world’s most influential investment consultants. Jeff hols an MPA and a BA from University of Texis, Austin, and is a CFA Charterholder and a Certified Public Accountant.
Christopher Cutler, CFA – President, Founder, Manager Analysis Services
Chris founded the investment consulting firm Manager Analysis Services, LLC [MAS] in March 2003. MAS advises institutional clients on the governance and performance of their investment programs. As part of those services, MAS evaluates CIOs and OCIOs, and advises institutions on the relative benefits of each approach. MAS also assists institutional investors and family offices in their selection of investment managers, performance of due diligence, and monitoring of managers and portfolios. Cumulatively MAS has reviewed about 2,000 asset managers and investment ventures since its founding 14 years ago, and currently advises on about $4 billion in assets.
Prior to founding MAS, Chris worked at Deutsche Bank. He cofounded the stable value group, which had peak assets in its program at $15 billion. Chris was an economist and bank regulator at the Federal Reserve Bank of New York before joining Deutsche. Chris has an MBA in Finance from NYU's Stern School of Business Executive Program, a BA in Economics from the University of Chicago, and is a CFA Charterholder. He also holds leadership roles in the 10,000-member NY Chapter of the CFA Institute, CFA Society New York.
Genna Garver – Of Counsel, Chair Investment Management Group, Dorsey & Whitney LLP
Genna Garver works closely with clients to understand their unique needs and guide them through the complex maze of Investment Regulation.
Genna takes pride in the close personal attention she provides when advising investment management clients in connection with federal and state securities laws, private fund formation and securities offerings. She has extensive experience representing financial institutions in transactional and regulatory matters. She focuses on representing investment advisers, hedge funds and other private investment funds implementing various investment strategies.
Genna advises clients on: formation and offering matters for both domestic and offshore funds; SEC and state investment adviser, broker-dealer and private fund regulation; Investment Advisers Act registration and compliance programs; and mock audits and regulatory examinations and investigations.
Genna is Of Counsel in Dorsey’s Corporate Group and chairs the Investment Management practice.
Amanda Tepper – CEO, Chestnut Advisory Group
Amanda is the Founder and CEO of Chestnut Advisory Group, a firm that provides business development consulting for asset managers by creating and implementing custom strategies, content and targeted PR campaigns. Previously Amanda was Global Director of the senior portfolio management team at AllianceBernstein. Amanda has deep experience in sell-side equity research, as Associate Director of Equity Research at Bank of America and as an Institutional-Investor All-America Team- ranked analyst at JPMorgan.
Amanda holds an MBA from The Wharton School and a BA from Brown University, Phi Beta Kappa. Amanda serves as a member of the 100 Women in Hedge Funds Global Advisory Council, and on the Andover Development Board of Phillips Academy.
SCHEDULE & DETAILS
5:30 pm – Registration
6:00 pm – Program
7:15 pm – Reception
If you have questions, please contact Paula Witt at (212) 415-9237 or via e-mail.