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Managing and Evaluating OCIOs

On-Demand | Originally Broadcast on May 17, 2022 | Part of the Endowment Leadership Series

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Organizations relying on outsourced chief investment officers (“OCIOs”) face a marketplace that delivers services in a wide variety of manners. In some scenarios, the client may retain some degree of authority over portfolio activity, while others seek full-service solutions. This discussion will focus on the various key considerations for investment committees when seeking, managing, or changing an OCIO relationship. What are the trade-offs between administrative costs, investment expertise, and investment performance?
This webcast is part of the Endowment Leaders Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.


  • Ed Kania, vice president for business and finance and treasurer, Rollins College
  • Julee K. Sherman, vice president for finance and administration, Central Methodist University
  • Paul F. Klauder, executive vice president, SEI

Endowment Management Webcast Workshop

CPE Information

There are no CPEs offered for this event.

Credits are not available for On-Demand programs at this time.

NACUBO 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


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2022 Endowment Leadership Forum

April 26–27, 2022 | Westin Seattle | Seattle

Endowment Leadership Series

On-Demand | Originally Broadcast on February 8–May 17, 2022