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
Venue Location
6 Times Square
The Knickerbocker
pricing
Tickets
Sponsors
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SPEAKERS
SPEAKERS
Thad Glowacki
Partner and Portfolio Manager for Endowments and FoundationsBrown Advisory
Frank Brochin
Senior Portfolio Manager & Managing Director, Institutional Advisory PracticeThe Colony Group
Marc Murray
Senior Portfolio ManagerHobbs Group Advisors
Tom Williams
Managing Director, Head of OCIOMorgan Stanley
Erika Karp
Chief Impact OfficerPathstone
Dan Ricci
Director Of Information SystemsPrime Buchholz
William Kennedy
Chief Executive and Investment OfficerRiskbridge Advisors
Cedric Fan
Senior Director, Head of Hedge FundsRussell Investments
Susan Crotty
Senior Vice President and Chief Investment OfficerSegal Marco Advisors
Robert Norfleet
Director, Senior Investment Advisor - Foundations and Endowments Specialty PracticeTruist Wealth
Attila Hornok
Head of Private Markets Risk ManagementUnited Nations Joint Staff Pension Fund
Brian Binkley
Portfolio ManagerVanguard