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Webinar: Pearls and Perils of the O-CIO Model PowerPoint Presentation
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Webinar: Pearls and Perils of the O-CIO Model
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  1. Webinar: Pearls and Perils of the O-CIO Model Thursday, October 3, 2013 – 10:30-11:00 am CT Nonprofits want to make a difference, and FIA can help. Our Foundation and Institutional Advisors (FIA) are committed to serving nonprofit organizations through sound investment management solutions to help them achieve their philanthropic and financial goals. Overview & Guest Speakers Access Directions If an institution decides to hire an Outsource CIO (OCIO) provider, they face the important task of selecting and monitoring the right OCIO provider. Ronald N. Klotter, CFA will discuss important criteria used to evaluate providers, and also will offer some general comments regarding the current status of the young but growing OCIO industry. Ronald N. Klotter of R.V. Kuhns & Associates has extensive experience working with a wide range of clients, including endowments and foundations, corporations and public entities. Ron has conducted extensive research on several key topics in the investment consulting industry, including endowment spending policy, total active risk analysis and policy structure. Guest Speakers: To join us online, go to Webinar Number: 591 347 166 Or To join this Webinar via telephone, dial 855-250-3124 Conference ID Number: 237 243 63 *Please send questions in advance to: Benefits • Allows organization to focus on primary mission • More efficient use of organization’s resources • Professional Investment Management • Timely investment decision making • Effective governance • Manager contract and free negotiation Outsourced CIO Under an OCIO model, a financial advisor works with your board of directors and investment committee to set anInvestment policy. Within these pre-determined parameters, the financial advisor makes investment strategy recommendations and facilitates manager selection, asset allocation and portfolio construction, as well as risk management, administrative services and comprehensive reporting on your behalf. Host: James C. Bridgman National Director - FIA Ronald N. Klotter Senior Consultant IRS CIRCULAR 230 NOTICE: To the extent that this communication or any attachment concerns tax matters, it is not intended to be used, and cannot be used by a taxpayer, for the purpose of avoiding any penalties that may be imposed by law. For more information about this notice, see ttp:// LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel.