Conferences & Workshops

P&I Conferences: The Evolution of OCIO

October 2019

We are proud that Pensions & Investments Conferences has selected Mark Wetzel as the Conference Chair for the inaugural OCIO Conference in Boston, MA on October 29, 2019. Please see below for details.

As more and more pension funds, foundations and endowments consider an Outsourced Chief Investment Officer (OCIO) solution for all or part of their portfolio, P&I’s OCIO Conference will share best practices on how to evaluate, implement, and benchmark for the best outcomes.

Attend the Evolution of OCIO and hear directly from asset owner practitioners about:

  • How to decide to implement an OCIO strategy and whether to fully outsource
  • How to know if it’s time for a change to your current model – how to decide if your OCIO is doing a good job
  • Creating a plan for performance monitoring and governance
  • Get examples and understand ways to construct a successful Agreement
  • Using an OCIO in Conjunction with a Pension Risk Transfer (PRT) or LDI Strategy
  • Includes a Pre-Conference Workshop for Endowments and Foundations: Using an OCIO for ESG Investing


October 20-22, 2019

March 28-30, 2019

February 13-15, 2019

November 7, 2018

October 21-24, 2018

October 7-9, 2018

September 20-21, 2018

  • FIA 2018 Annual Conference
    Connecticut Convention Center, Hartford, CT
    Click here to view Conference agenda

April 8-10, 2018

March 4-7, 2018

February 7-9, 2018

  • NACUBO 2018 Endowment and Debt Management Forum
    New York, NY
    Visit FIA at Table #15

October 15–18, 2017

September 16–18, 2017

June 23, 2017

  • FIA 8th Annual Client Conference
    Gurney’s Newport Resort & Marina, Newport, RI
    View the agenda here

June 4–6, 2017

May 23–25, 2017

April 30–May 2, 2017

  • CUPA-HR Higher Ed Symposium
    Buffalo, NY

September 2016

June 2016

May 2016

October 2015

September 2015

June 2015

April 2015

March/April 2015