Events
Upcoming Events
Chestnut Solutions Institute Member Forum
Our first-ever Member Forum will continue to build our community of leading Investment Solutions providers and their partners. Members will review exclusive data and insights from recent market research, discuss the Institute’s first research report, and analyze the latest industry proposals for solutions investment performance reporting standards.
For information on the Solutions Institute, contact our Executive Director Michele Browne at mbrowne@chestnutadvisory.com .
October 18, 2023, New York, NY
Past Events
Chestnut Solutions Institute Member Briefing: How the Market Defines Solutions Today
We’ll provide our Members a first look at the often-surprising findings from the Institute’s recent market research into how investors and providers think about and value investment solutions models and provider capabilities today.
For information on the Solutions Institute, contact our Executive Director Michele Browne at mbrowne@chestnutadvisory.com .
September 20, 2023, 11am ET
Webinar: Evaluating OCIOs: The Search Consultants’ Perspective
Investors seeking holistic solutions to achieve their investment goals are increasingly turning to third party advisors – known as OCIO search consultants – for support in identifying the best provider(s) to meet those needs. The Chestnut Solutions InstituteTM is hosting a public webinar discussion with three of these increasingly important OCIO and investment solutions gatekeepers, as part of the Institute’s mission to help educate and inform investors and solutions partners.
July 27, 2023
Webinar: Defining Investment Solutions (and Other Critical Challenges Facing the Industry)
Join Chestnut’s Ravi Venkataraman as he discusses the launch of the Chestnut Solutions Institute and the issues facing the OCIO and Solutions industry with Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, Dan Farley, Chief Investment Officer – Investment Solutions at State Street Global Investors and Jennifer Kruse, US OCIO Leader at Mercer. You can find our companion article in the Our Insights section of our website.
June 20, 2023, 1pm ET
Back to Basics: Client-Centered Solutions with Samantha Davidson of Mercer
Samantha Davidson of Mercer joined us to discuss the top factors creating world-class, client-centered solutions, and how Mercer has implemented them.
January 31, 2023
Back to Basics: Trust and Governance with Steve Charlton of NEPC
Steve Charlton of NEPC joins us to discuss research and insights around how to cultivate trust with investors and consultants, an activity that is critically important in times of turbulent markets.
November 15, 2022
Report from the Front: Callan’s Current DEI and ESG Approach
OCIOs like Callan are on the ‘front lines’ today, helping investors determine how best to address DEI and ESG factors in their investment policies. Please join us as we take 30 minutes to discuss Callan’s approach to advising their clients on these important issues.
July 27, 2022 2pm Eastern
Making the Most of the DEI Growth Opportunity
Allocators are increasingly seeking to better understand asset managers’ DEI efforts. In this webinar we will draw on our latest research to explore how asset managers and OCIOs can best respond, by treating the manager’s DEI approach as an enormous growth opportunity for their entire business.
May 19, 2022
ESG Is Not GIPS: An Authentic ESG Philosophy Is Now Mandatory
In this webinar, moderated by Pensions and Investments’ Nikki Pirello, our CEO Amanda Tepper will join Meredith Jones, Aon’s Global Head of ESG, and Chris Whitehouse, Head of ESG at T. Rowe Price to explore how asset managers can best navigate rapidly-evolving investor demands to integrate ESG factors into their investment process.
March 22, 2022
The Implications of OCIO Market Growth with Aon’s Ed Bardowski
We will discuss some of the findings from our recent report, The Widespread Impact of OCIO Growth, with Aon’s Ed Bardowski. Our conversation will include:
– Why are so many types of institutional investors moving to OCIO?
– What are OCIO clients’ top concerns today?
– How can asset managers best partner with OCIOs?
February 17, 2022
The Widespread Impact of OCIO Growth
In this webinar, we will delve into the widespread impact of the rapidly-growing OCIO marketplace. In addition to Brad Alford, Founder of Alpha Capital, we’re delighted to announce Samantha Davidson, US OCIO Segment Leader at Mercer, will be joining our panel.
November 18, 2021
The Future of Investments: M&A – Bigger Isn’t Necessarily Better
In this webinar, we discussed our Future of Investments research on investment firm M&A with Keith Mote of Mercer and Javier Enrile of TIAA. We cover in detail industry changes driving increased M&A activity, the types of asset manager deals that are the most (and least) likely to succeed, and the main hurdles M&A transactions must overcome to be successful.
September 21, 2021
The Future of Investments: A First Look at Our Research Findings
As the investment industry faces unprecedented challenges, Chestnut and P&I partnered to conduct comprehensive research into the issues impacting the future of our industry. Chestnut CEO Amanda Tepper provides a first look into how a wide range of industry groups are thinking about crucial issues, including M&A across the industry, the growth of OCIO, and incorporating ESG into investment businesses.
August 17, 2021
One Year In, Part 3: Asset Manager Report from the Front: Breckinridge Capital Advisors and Hancock Natural Resource Group
In part three of our ‘One Year In’ webinar series, we discuss how distribution leaders Sydney McConathy of Hancock Natural Resource Group and Dominica Ribeiro of Breckinridge Capital have successfully steered their relationships with investors and consultants through the pandemic and beyond.
April 29, 2021, 1pm eastern
One Year In, Part 2: An OCIO Report from the Front with Samantha Davidson of Mercer
In part two of our ‘One Year In’ webinar series, examining the state of the investment industry 12 months after the pandemic began, we will speak with Samantha Davidson, head of Mercer’s U.S. OCIO business. Samantha will discuss new business growth trends, how her team is planning for reopening, and the increasing client interest in ESG and DEI investing.
April 8, 2021, 1pm eastern
One Year In, Part 1: An OCIO Report from the Front with Chris Philips of Vanguard
This is the first webinar in our new series, “One Year In”, examining the state of the investment industry at this point in the COVID pandemic. Chris Philips, head of Vanguard’s OCIO business, will discuss how he has navigated his team over the last year through the transition to an all-remote work environment, adding private equity to their platform, and driving growth in an increasingly crowded and competitive marketplace. How have things changed as a result of the global pandemic? What new challenges are coming?
March 23, 2021, 1pm eastern
The Institutionalization of Retail, Part Two: How to Partner with Retail Allocators Today
December 8, 2020
Chestnut Webinar: The Institutionalization of Retail, A Conversation with David Wong of CIBC
In this webinar, our team will speak with CIBC Asset Management’s Managing Director of Investment Management Research, David Wong, CFA, FRM. We’ll discuss his thinking about the changes taking place as a result of the ongoing Institutionalization of Retail, how these changes are creating opportunity in the retail subadvisory space, and what his team seeks in new subadvisory relationships.
January 21, 2021, 1pm eastern
Chestnut Webinar: How to Impress Today’s Retail Intermediaries: A Conversation with David Pappalardo of Segal Marco
Amanda Tepper and Simon Segall of Chestnut will talk with David Pappalardo, SVP and Advisor Solutions Group Practice Leader at Segal Marco, about best practices for managers who want to stand out in the retail intermediary space.
December 3, 2020, 1pm eastern
The Institutionalization of Retail, Part One: How to Position your Firm for Success
P&I’s Greg Crawford led a discussion with our CEO Amanda Tepper and Paige Scott from Kingsley Gate about how firms can navigate the institutionalization of retail and reposition themselves for fundraising success.
November 17, 2020
Chestnut Webinar: Consultant Report from the Front – Winning Intermediary Mandates: David Hyman of Mercer
Amanda Tepper and Simon Segall of Chestnut talk with David Hyman, who leads Mercer’s financial intermediaries segment in the United States, about how managers can benefit from the Institutionalization of Retail.
November 12, 2020, 3pm eastern
Chestnut Webinar: OCIO Report from the Front – Boutique OCIOs Disciplina and Wespath
Amanda Tepper, will have a discussion with Matthew Wright, Founder and President of Disciplina and Joe Halwax, Managing Director, Institutional Investment Services of Wespath. The discussion will explore how boutique OCIOs select asset managers, and how their approaches may differ from those at giant OCIOs.
October 15, 2020, 1pm eastern
Chestnut Webinar: OCIO Report from the Front – Stephen Beinhacker of SEI
Join Chestnut’s Amanda Tepper, CEO, and Natalie Marvi-Romeo, Senior Advisor, as they discuss manager research with Stephen Beinhacker, Managing Director and Global Head of Manager Research at SEI
Sept 24, 2020, 1pm eastern
Maples Group: OCIO Market Spotlight – Increased Investor Focus and Due Diligence
Amanda Tepper, Panelist
July 23, 2020
Chestnut Webinar: OCIO Report from the Front: Russell Investments
A discussion with Andrew Kitchen and John Forrest of Russell Investments on client service and manager due diligence in the post-crisis world.
July 15, 2020
Chestnut Webinar: OCIO and Consultant Views for a Post-COVID World
Our team will be discussing results from our recent survey of leading consultants and OCIOs for their view on how their clients’ needs – and their own – have changed in the last six dramatic months.
June 25, 2020
Chestnut Webinar: OCIO Report from the Front – Chris Philips of Vanguard
A discussion with Chris Philips, Head of Vanguard Institutional Advisory Services
June 16, 2020
Chestnut Webinar: OCIO Report from the Front: Greg Calnon of Goldman Sachs
Greg talks to us about issues he’s facing today, including crisis communication with OCIO clients, opportunistic investments under consideration, and how asset managers can best partner with Goldman Sachs.
May 20, 2020
II: CFO/COO Improving the Client Experience: Enabling a Digital Strategy
Panel Moderator Amanda Tepper
May 20, 2020
FRA: Mastering Client Services and RFPs for Institutional Investors
Successful Strategies to Improve Your Current Due Diligence Process
Panel Moderator Amanda Tepper
May 14 – 15, 2020
Chestnut Webinar: Best Practices for a Brave New World: Coaching Your Way to Growth
Due to the pandemic, investors’ needs and interests have changed. We share insights about how to use our coaching approach to meet growth goals in today’s new market.
May 13, 2020
Chestnut Webinar: OCIO Report from the Front: David Eisenberg of Cambridge Associates
David answers questions about OCIO growth during the COVID era, investors’ biggest current portfolio issues, and what consultants want most from asset managers right now .
April 15, 2020
Virtual Chief Marketer Roundtable: Crisis Marketing
The Secret to Managing Internal Resources, Stakeholders, and Frenemies
Panel Moderator Amanda Tepper
April 30, 2020
New York, NY
Fund Intelligence Leaders’ Summit
February 25, 2020