March 20-21, 2018 | The Princeton Club | New York, NY
In today's market, outsourcing your investment management functions may be an option you'd like to take. Competition among OCIO providers continues to grow. The ongoing growth of the institutional business is a testament to the infrastructure, resources and expertise that have been built in the sector. From governance and fiduciary responsibility to vendor selection and various outsourcing models, this event will delve deeply into the specifics of investment outsourcing. Hear directly from investors who have gone through the outsourcing process, as well as from leading providers of outsourcing services.
For information on event speaking opportunities, please contact Samantha Rosky at (704) 341-2390 or srosky@frallc.com
This program is ultimately designed for senior-level personnel addressing the choice to outsource the chief investment officer role or not:
Topics at a Glance
Get Important Answers
Financial Research Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
PROGRAM LEVEL: Basic ANTICIPATED CPE CREDITS: XX RECOMMENDED FIELD(S) OF STUDY: XX PREREQUISITES: None ADVANCE PREPARATION: None INSTRUCTIONAL DELIVERY METHOD: Group Live LEARNING OBJECTIVES: Upon completing the course, participants will:
For more information, visit our website: www.frallc.com/thefineprint.aspx