Next-Generation OCIO: Examining the OCIO Model for Higher Education Institutions

September 10, 2019
1:00–2:00 PM ET
Complimentary Webinar

For many higher education institutions, financial challenges and keeping up with economic volatility have required them to seek a partnership with an outsourced chief investment officer (OCIO).

As the OCIO model continues to grow in popularity, so does the number of new providers and startups claiming the same level of investment management services as tenured OCIOs. However, most have not weathered 2009 and other market downturns/upswings.

Over the course of the webinar, you’ll learn what you need to know to find the best investment management partner for your institutional goals and the distinctions that truly make an OCIO partnership have lasting success. Key takeaways:

  • The strengths, weaknesses and myths of investment management model options: In-house vs. traditional consulting vs. outsourced CIO (OCIO)
  • How to address investment committee resistance to change and establish a governance structure agreeable to all members
  • What an experienced OCIO should offer, key features/benefits you need to look for and why not all OCIOs are built the same


  • Mary Jane Bobyock, managing director, SEI
  • Shauna Croft, director of finance and operations, Idaho State University Foundation
  • Michelle Matis, chief finance officer/chief operations officer, Valencia College Foundation
  • Stace Mercier, executive director, The University of Southern Mississippi Foundation
Presented by:
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