OCIO East Summit

29 June, 2023

The annual OCIO East Summit is a one-day meeting of 100+ Outsourced Chief Investment Officers and Institutional Consultants based throughout East Coast and its surrounding states. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking. Topics focus on asset allocation, risk mitigation, new opportunities for return as well as monetary, fiscal, and societal issues around retirement planning and outsourcing. There has never been a more important time to exchange ideas face-to-face and build community.

Portfolio Summits content is built by and for Institutional Investors and includes dedicated discussions of investment topics as well as regulation, policy and industry trends.


Venue Location

6 Times Square

The Knickerbocker




Learn More About

Sponsorship Opportunities



    Thad Glowacki

    Partner and Portfolio Manager for Endowments and Foundations

    Brown Advisory

    Frank Brochin

    Senior Portfolio Manager & Managing Director, Institutional Advisory Practice

    The Colony Group

    Marc Murray

    Senior Portfolio Manager

    Hobbs Group Advisors

    Tom Williams

    Managing Director, Head of OCIO

    Morgan Stanley

    Erika Karp

    Chief Impact Officer


    Dan Ricci

    Director Of Information Systems

    Prime Buchholz

    William Kennedy

    Chief Executive and Investment Officer

    Riskbridge Advisors

    Cedric Fan

    Senior Director, Head of Hedge Funds

    Russell Investments

    Susan Crotty

    Senior Vice President and Chief Investment Officer

    Segal Marco Advisors

    Robert Norfleet

    Director, Senior Investment Advisor - Foundations and Endowments Specialty Practice

    Truist Wealth

    Attila Hornok

    Head of Private Markets Risk Management

    United Nations Joint Staff Pension Fund

    Brian Binkley

    Portfolio Manager



    Contact Us


    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016