EPISODE · Feb 27, 2024 · 1H 26M
Episode 8: OCIO: The Phoenix that Keeps Rising with Mark Anson and Sarah Samuels
from Capital Decanted · host John Bowman and Aaron Filbeck
The Outsourced Chief Investment Officer—once a last resort option for sub-scale capital pools looking to avoid the hassle and cost of building their own investment office to today, a multi-trillion dollar subset of the asset management profession and arguably the hottest structural trend in the industry. Take a listen while we examine: What insights and opportunities led to the creation of this segment of organizations and why has that exploded in the ensuing four decades? What defines a successful OCIO? And why has that trajectory and evolution seemingly reached an inflection point—hyperdrive really-- in the last five years that has redefined the space and encouraged newer, larger entrants? Introduction (0:48) Halftime (37:44) Guests (41:37) Guests: Mark Anson, CAIA, CFA; CEO, President and CIO, Commonfund Sarah Samuels, CAIA, CFA: Partner, NEPC Episode Sources
What this episode covers
The Outsourced Chief Investment Officer—once a last resort option for sub-scale capital pools looking to avoid the hassle and cost of building their own investment office to today, a multi-trillion dollar subset of the asset management profession and arguably the hottest structural trend in the industry. Take a listen while we examine: What insights and opportunities led to the creation of this segment of organizations and why has that exploded in the ensuing four decades? What defines a successful OCIO? And why has that trajectory and evolution seemingly reached an inflection point—hyperdrive really-- in the last five years that has redefined the space and encouraged newer, larger entrants? Introduction (0:48) Halftime (37:44) Guests (41:37) Guests: Mark Anson, CAIA, CFA; CEO, President and CIO, Commonfund Sarah Samuels, CAIA, CFA: Partner, NEPC Episode Sources
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Episode 8: OCIO: The Phoenix that Keeps Rising with Mark Anson and Sarah Samuels
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