The Value Proposition for Outsourcing: Is Bigger Better?
Tuesday, February 14 | 3:00pm - 3:50pm
Large Asset Manager Platforms: The model that large asset managers utilize to provide services to foundations and family offices. The advantages and challenges inherent in a large asset manager including scale vs. attention, proprietary vs. best in class, value add, and other potential tensions. Key issues to be aware of and questions to ask including customization, relationship management, fees and other nuances of the relationship.
Managing Director, Russell Investments
Mary Jane Bobyock
Managing Director, Nonprofit Advice, SEI Institutional Group
Partner in Non–Profit Delegated Investment Services, Aon Hewitt
Co-Founder & Managing Director, Kidderbrook Group