Topics covered will include:
• What is OCIO?
• Who uses OCIO?
• Benefits of OCIO
• Market size and growth expectations
• Current trends in OCIO
• OCIO search consultants and how they facilitate finding an OCIO.
• Challenges for OCIO providers and investors
• The debate around performance reporting and the GIPS for OCIO working draft.
Speakers
Laura Levesque, CFA
Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.
Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA® charterholder and member of the CFA Society Boston.
Education
Syracuse University
Bachelor of Science in Finance from Whitman School of Management
Carroll School of Management at Boston College
Master of Business Administration
Michele Giuditta, CFA
Michele is a director of the Institutional practice and leads research for annual reports and strategic consulting engagements. She specializes in environmental, social, and governance investing and outsourced CIO research.
Prior to joining Cerulli Associates, Michele worked at Cambridge Associates as an Associate Director in the Client Relationship Management Group. Additionally, she worked at Manulife Asset Management in the Institutional Investment Sales & Services Group, and held roles in Product Management and Client Relationship Management. She began her career as an analyst in the Investment Policy & Research Group at John Hancock.
Education
University of Massachusetts at Amherst
Bachelor of Business Administration
Boston College
Master of Science in Finance
Honors and Awards
CFA® charterholder and member of the CFA Society Boston
When and Where
June 5th, 2024 from 12:00 PM-1:00 PM
Location: CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110
Pricing
Member Registration | $20.00
Candidate Registration | $10.00
Student Registration | $10.00
Non-Member Registration | $40.00
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