The Value Proposition for Outsourcing: Is Bigger Better?

Tuesday, February 14    |    2:00pm - 2:10pm

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.

Speaker

Lisa Schneider

Managing Director, Russell Investments

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Mary Jane Bobyock

Managing Director, Nonprofit Advice, SEI Institutional Group

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Heather Myers

Partner in Non–Profit Delegated Investment Services, Aon Hewitt

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Moderator

Nanci Morris

Co-Founder & Managing Director, Kidderbrook Group

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