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This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman and Amanda Tepper, co-founders of the Chestnut Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem.
The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com for research insights and events hosted by the Chestnut Solutions Institute and follow us on LinkedIn.
14 Episodes
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Our guest Dan Farley, Executive Vice President at State Street and CIO for the Investment Solutions Group is responsible for the management and development of asset allocation strategies for institutional clients around the world. He leads a team of over 150 investment professionals, managing and developing over $500 billion in multi-asset class portfolio solutions for institutional clients and intermediaries. Dan and Chestnut Solutions Institute co-founder Ravi Venkataraman discuss a wide ...
Bernie Reidy, National Endowments & Foundations Executive at Bank of America, plays a pivotal role in shaping and executing his firm's national strategy serving endowments and foundations across the United States. He leads a team that develops customized OCIO mandates tailored to nonprofit clients’ missions and objectives. In this thoughtful executive conversation, Bernie and Chestnut Solutions Institute co-founder Amanda Tepper discuss a wide range of topics, including: How Bank o...
Carol W. Geremia is president of MFS Investment Management and co-head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's Enterprise Leadership Team, she helps drive MFS' long-term corporate strategy. In these roles, Carol oversees the management of the company's global institutional and retail businesses, which span US and non-US markets. This special episode was recorded when Carol presented at the...
This podcast is being jointly presented by the Chestnut Solutions Institute and Rosemont Investment Group, two firms that are deeply involved and invested in the successful growth of the solutions industry, each playing a very different and unique role in the solutions ecosystem. The conversation features: Chas Burkhart, CEO, Rosemont Investment Group Brad Mook, Managing Director, Investments & Finance, Rosemont Investment Group Ravi Venkataraman, Managing Partner, Chestnut Advisory...
Canadian institutional investors are increasingly joining the growing trend of seeking custom investment solutions to help them achieve their unique investment goals. The Canadian Institutional Client Network of PMAC (The Portfolio Management Association of Canada) invited Chestnut Managing Partner Amanda Tepper to speak with them about trends in the solutions & OCIO marketplace today. Amanda’s presentation is an up-to-date primer on the global investment solutions and OCIO...
Institutional and retail investors alike are increasingly seeking custom investment solutions - from multi-asset products to full OCIO engagements - to help them achieve their unique investment goals for 2025 and beyond. In this strategist roundtable, host Amanda Tepper speaks with three senior investors who each manage a range of solutions portfolios for their clients about how they are thinking about and positioning their clients’ portfolios to succeed in 2025. Jonathan Barry, FSA, C...
Pension plans face an array of choices in managing and overseeing their investments depending upon their circumstances, objectives and resources. These critical decisions require active engagement with constant evolution and innovation. Ravi Venkataraman hosts this discussion with our guests that include leading pension solutions practitioners and a CIO that oversees one of the largest US pension plans: Jeanmarie Grisi Chief Investment Officer, Pension Investments Nokia Jared Gross Man...
Lisa Shalett is Chief Investment Officer and Head of Global Investment Office at Morgan Stanley Wealth Management. In this conversation, Chestnut Solutions Institute co-founder Amanda Tepper and Lisa discusses a wide range of issues, including: How Morgan Stanley’s wealth business has evolved and the strategic role it now plays at the firmThe structural and cultural changes a traditional wealth firm must make in order to deliver holistic solutions to many different types and sizes of we...
Asset owners of all types are increasingly adopting Investment solutions and OCIO products and services, yet the industry lacks standards and norms. The Chestnut Solutions Institute has introduced a new framework designed to help all investment solutions stakeholders develop a mutual understanding of objectives and achieve optimal investor outcomes more easily. In this conversation, Chestnut Solutions Institute founders Ravi Venkataraman and Amanda Tepper introduce this framework and discuss...
Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Join Eva Xu, PhD, CFA, and Chestnut Advisor as she hosts a panel of alternative investing experts at some of the industry’s leading asset management firms: Brandon Dees Head of Alternative Investment Solutions Morgan Stanley OCIO & Family Office Jake Pflaum, CFA Partner, Private Investments Team American Century I...
Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on the exclusive market research findings in the Chestnut Solutions Institute’s new report, Defining Investment Solutions, our panel of asset owners and asset managers discuss issues including: What are the key needs of different types of non-profit institutions? Why do non-profit investors find holistic solutions-based products and services so at...
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. Our guests are three of these prominent search consultants: Brad Alford Founder Alpha Capital Management Larry Coats President and CEO ClearView Fiduciary Alliance Gregory Metzger Senior Consultant, Practice Leader North Pier Search Consulting In this episode, original...
Investors and solutions providers are facing several critical challenges hindering a continuation of the industry’s recent rapid growth, notably a lack of standards or common definitions of solutions offered today. In the spring of 2023, Chestnut Advisory Group launched the Chestnut Solutions Institute, a membership based independent research forum, to address these challenges by providing market intelligence and insight to the entire solutions/OCIO ecosystem. This episode was origina...
As the OCIO marketplace continues to expand, traditional investment evaluation techniques focused solely on performance and fees are no longer sufficient. The Chestnut Solutions has introduced the Holistic Value Measurement (HVM) framework — a powerful new governance tool for evaluating OCIO and investment solutions providers that can be used by asset owners, OCIOs, solutions providers, and search consultants. In this episode, originally recorded as a webinar on June 26th, 2025, Chestnut Man...
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