Investment Management Institute

165 W. Putnam Avenue, Greenwich, CT 06830 www.investmentmanagementinstitute.com/dev

PRESENTS

OCIO SOLUTIONS

SUMMIT

June 13, 2018 – The Stamford Hilton Hotel One First Stamford Place, Stamford, CT

Conference Highlights

Investing In The New Investment World Why Institutions Are Embracing OCIO How OCIO Providers Are Minimizing Risk Integrating Technology With OCIO Obtaining Performance Over Multi-Asset Classes Avoiding Conflicts Of Interest Customizing The OCIO Process Working With Evolving Role Of Investment Committees Screening & Selecting The Best Fit OCIO Asset Managers Measuring And Monitoring OCIO Performance How Consultants Role Is Changing ♦ The Many Benefits of OCIO

Confirmed Speakers Iona College ●Wildlife Conservation Society ●Wilshire Associates ● Chestnut Advisory Group ● SEI ●NEPC ● Willis

Towers Watson ● Pentegra ● SCA Compliance + Consulting Group (LLC) ● Clearbrook Global Advisors ● State Street Global Advisors ● New Providence ● E Street Management, LLC ● Rotary International Foundation Investment Committee ● Wilshire Associates ●Galaxy Family Resources, LLC ●Edgehill Endowments Partners ● Wethersfield Foundation, Inc.

●Curcio Webb ● The Culinary Institute Of America ● Your Second Opinion, LLC ● Captrust Financial Advisors ● Global Risk Management Advisors, Inc. ● Colonial Consulting ●Manager Analysis Services, LLC ● Manhattan Ridge Advisors ● Altman Foundation ● Milestone Group ● Vanguard

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Investment Management Institute

165 W. Putnam Avenue, Greenwich, CT 06830

OCIO SOLUTIONS SUMMIT

June 13, 2018 – The Stamford Hilton Hotel 8:00 AM Registration Opens with Continental Breakfast 8:15 AM Opening Remarks INVESTING IN THE NEW INVESTMENT WORLD Speaker: Russ Mason

President Investment Management Institute 8:30 AM WHY INSTITUTIONS ARE EMBRACING OCIO Speakers: Jeffry Haber

Professor and Chair Iona College

Sean P. Cover Director of Treasury and Investment Operations Wildlife Conservation Society Thomas C. Donahue, Esq., FRM, PRM Chief Investment Officer and Executive Director Wethersfield Foundation, Inc.

9:15 AM INTEGRATING TECHNOLOGY WITH OCIO Speakers: Samuel K. Won Founder and Managing Director

Global Risk Management Advisors, Inc.

Lenia Ascenso Director of Operations, Discretionary NEPC, LLC Randal McGathey Vice President, Multi-Asset Product – North America Milestone Group | North America

10:00 AM Mid-Morning Coffee Break

10:15 AM OBTAINING PERFORMANCE OVER MULTI-ASSET CLASSES Speakers: Scott Stone

Senior Vice President & Chief Investment Officer Pentegra

Christopher Cutler CFA President Manager Analysis Services, LLC Christopher Philips, CFA Principal, Head of Vanguard Institutional Advisory Services Vanguard Institutional Investor Group

11:00 AM AVOIDING CONFLICTS OF INTEREST Speakers: Amanda Tepper

CEO Chestnut Advisory Group

Sidney Wigfall, JD/Esq. Founding-Managing Partner/Consultant & Managing Corporate Counsel SCA Compliance + Consulting Group (LLC)

Charlie Georgalas, CFA

President Colonial Consulting

11:45 AM CUSTOMIZING THE OCIO PROCESS Speakers: Tim C. Ng

Chief Investment Officer Clearbrook Global Advisors David Wiederecht

Executive Vice President, Head of Global OCIO State Street Global Advisors

John Townsend Trustee and Head of Finance Committee Altman Foundation

12:30 PM LUNCHEON

1:30 PM WORKING WITH EVOLVING ROLE OF INVESTMENT COMMITTEE For years many members of the investment committees have enjoyed the perk of visiting managers. But this has changed with the institutions diversifying into numerous products leaving visitations of minimal value especially with institutions having doubled their managers. Today investment committees need to be sophisticated in their knowledge and understanding of investments. Failing this they will be putting their institutions at greater performance risk. They are having their institutions assume. Speakers: Bruce G. Wilcox

Chief Executive Officer E Street Management, LLC

Nina Scherago Managing Partner

Edgehill Endowments Partners

Bruce L. Graham, CFA Vice President, Financial Advisor

Captrust Financial Advisors 2:15 PM SCREENING & SELECTING THE BEST FIT OCIO ASSET MANAGERS Speakers: Phil Edwards President Curcio Webb John N. Daly

Trustee and Member of the Investment Committee The Culinary Institute Of America David Bahlmann Member Rotary International Foundation Investment Committee

3:00 PM Afternoon Break 3:15 PM MEASURING & MONITORING OCIO PERFORMANCE

This session will offer an in-depth discussion of evaluating, measuring and monitoring OCIO services. The panel includes practitioners from leading firms in the OCIO space including RVK, Inc., NEPC, and S&P Dow Jones Indices. Topics of this interactive discussion will include: How should fiduciaries evaluate an OCIO provider? What aspects and attributes can/should you measure? What and how to monitor the OCIO services? How is investment performance reported and what to benchmark this against? Speakers: Russell Campbell CEO Your Second Opinion, LLC

Eugene T. Miller President Galaxy Family Resources, LLC

3:45 PM HOW CONSULTANTS ROLE IS CHANGING Speaker: Steven F. Charlton, CFA

Director of Consulting Services NEPC, LLC

Don Edmonds Senior Consultant Wilshire Associates

4:00 PM THE MANY BENEFITS OF OCIO An increasingly complex and challenging investment environment has motivated institutional investors to consider more comprehensive approaches for managing their assets. As investment committees, Boards and finance executives continue to find the task more challenging, many are electing to outsource investment management. Depending on the individual organization the reasons for electing to outsource might vary yet the subsequent benefits are relatively consistent. This panel discussion will focus on how investors ranging from defined benefit and defined contribution retirement plans, nonprofits and healthcare organizations have benefitted from investment outsourcing. Through case study examples and latest industry research, the discussion will highlight a variety of benefits including added layers of fiduciary protection, additional resources to complement current staff, quicker decisions around manager changes and enhanced diversification and access to managers with high investment minimums. Speakers: Ernest A. Liebre

Senior Vice President, Financial Advisor Captrust Financial Advisors Eric Mangold

Vice President, Wealth Management MANHATTAN RIDGE ADVISORS 4:30 PM CONFERENCE CLOSE