Upcoming Events

Chestnut Webinar: OCIO Report from the Front – Stephen Beinhacker of SEI

Join Chestnut’s Amanda Tepper, CEO, and Natalie Marvi-Romeo, Senior Advisor, as they discuss manager research with Stephen Beinhacker, Managing Director and Global Head of Manager Research at SEI

Sept 24, 2020, 1pm eastern

Past Events

Maples Group: OCIO Market Spotlight – Increased Investor Focus and Due Diligence

Amanda Tepper, Panelist

July 23, 2020

Chestnut Webinar: OCIO Report from the Front: Russell Investments

A discussion with Andrew Kitchen and John Forrest of Russell Investments on client service and manager due diligence in the post-crisis world.

July 15, 2020

Chestnut Webinar: OCIO and Consultant Views for a Post-COVID World

Our team will be discussing results from our recent survey of leading consultants and OCIOs for their view on how their clients’ needs – and their own – have changed in the last six dramatic months.

June 25, 2020

Chestnut Webinar: OCIO Report from the Front – Chris Philips of Vanguard

A discussion with Chris Philips, Head of Vanguard Institutional Advisory Services

June 16, 2020

Chestnut Webinar: OCIO Report from the Front: Greg Calnon of Goldman Sachs

Greg talks to us about issues he’s facing today, including crisis communication with OCIO clients, opportunistic investments under consideration, and how asset managers can best partner with Goldman Sachs.

May 20, 2020

II: CFO/COO Improving the Client Experience: Enabling a Digital Strategy

Panel Moderator Amanda Tepper

May 20, 2020

FRA: Mastering Client Services and RFPs for Institutional Investors

Successful Strategies to Improve Your Current Due Diligence Process

Panel Moderator Amanda Tepper

May 14 – 15, 2020

Chestnut Webinar: Best Practices for a Brave New World: Coaching Your Way to Growth

Due to the pandemic, investors’ needs and interests have changed. We share insights about how to use our coaching approach to meet growth goals in today’s new market.

May 13, 2020

Chestnut Webinar: OCIO Report from the Front: David Eisenberg of Cambridge Associates

David answers questions about OCIO growth during the COVID era, investors’ biggest current portfolio issues, and what consultants want most from asset managers right now .

April 15, 2020

Virtual Chief Marketer Roundtable: Crisis Marketing

The Secret to Managing Internal Resources, Stakeholders, and Frenemies

Panel Moderator Amanda Tepper

April 30, 2020

New York, NY

Fund Intelligence Leaders’ Summit

February 25, 2020


New York, NY

II Chief Marketer Roundtable

Chestnut partnered with Institutional Investor on custom research for the Second Annual Chief Marketer Institute, and presented findings around key institutional marketing strategy trends and best practices within asset management.

February 2020

Miami, FL

PMAC National Conference

Developing the Consultant Distribution Channel

Amanda Tepper, Moderator

November 13, 2019

Toronto, Canada

AIMSE 2019 Fall Conference

Institutionalization of Wealth Management: RIAs/Family Offices

Amanda Tepper, Panelist

October 17, 2019

New York, New York

Troutman Sanders Annual Private Funds Forum

Amanda Tepper moderated a panel on manager best practices in operating due diligence.

September 26, 2019

New York, New York

Chestnut Event: Institutionalization of Retail

Blackstone’s Head of Private Wealth, Joan Solotar joined our CEO Amanda Tepper to discuss how Blackstone is successfully navigating the increasing institutionalization of the retail channel.

September 16, 2019

New York

P&I Content Marketing Workshop: Are You Experienced?

Amanda Tepper discussed Chestnut’s exclusive market research findings in her presentation Engaging with institutional investors: Ensuring your Content is Heard

September 10, 2019

Chicago, IL

September 12, 2019

New York

PMAC Institutional Client Services Network

Investment Databases – Optimizing Their Strategic Use

Amanda Tepper, Speaker

June 5, 2019

Toronto, Canada

AIMSE 42nd Annual Marketing & Sales Conference

Outsourced CIO, The Next Chapter

April 28 – April 30, 2019

Arizona Biltmore
Phoenix, AZ

FRA 27th Sub-Advised Funds Forum

Discretionary Management: The Quickening Race Towards Opportunity in OCIOs

Amanda Tepper, Moderator

April 10 – 11, 2019

The Princeton Club
New York, NY

FRA Mastering Client Services and RFPs for Institutional Investors

Strategies and Policies for Managing Client Communication

Amanda Tepper, Panelist

Insider Insights on What Makes A Winning RFP Response – And What Doesn’t

Amy Pramer, Moderator

March 28 – 29, 2019

The Harmonie Club
New York, NY

eVestment EI3 Conference

Database Marketing – A Strategic Advantage

Amy Pramer, Presenter

March 18 – 20, 2019

Atlanta, GA

The Secret to Building Your OCIO Business

Amanda Tepper, Moderator

March 5, 2019

Dorsey & Whitney LLP
New York, NY

100 Women in Finance

OCIO: Opportunities and Implications from the Growth of Outsourced Chief Investment Officers

Amanda Tepper, Moderator

February 28, 2019

New York, NY

CI Institutional Asset Management: 3rd Annual Canadian Institutional Investor Symposium

The Evolving Asset Management Industry

Amanda Tepper, Moderator

February 13, 2019

Toronto, ON

Institutional Investor

Chief Marketer Institute
State of Play: Chief Marketer Institute/Chestnut Advisory Asset Management Marketing Study

Amanda Tepper, Presenter

February 4 – 6, 2019

Miami, FL

Roundtable for Consultants & Institutional Investors

The Clashes of Asset Management

Amanda Tepper, Panelist

October 2 – 5, 2018

Four Seasons Hotel
Chicago, IL

FRA 26th Sub-Advised Fund Forum

Optimizing Returns – Optimizing Returns via Successful Relationships and Strategies in Sub-Advised and Multi-Managed Funds

Amanda Tepper, Panelist

September 12 – 13, 2018

Omni Parker House Boston
Boston, MA

OCIO Solutions Summit

Avoiding Conflicts of Interest

Amanda Tepper, Panelist

June 13, 2018

The Stamford Hilton Hotel
Stamford, CT

Maximum Results for RFPs and Client Services for Institutional Asset Managers

What’s Your Story? Responses that Get the Views and Ways to Close the Deal

Amy Pramer, Panelist

May 16 – 17, 2018

The Princeton Club
New York, NY

FRA 25th Annual Sub-Advised Fund Forum

Outsourced CIOs – What’s the Demand in the Institutional Space and How are OCIOs Selecting Sub-Advisors?

Amanda Tepper, Panelist

April 23 – 24, 2018

The Wyndham New Yorker
New York, NY

Partnering with an OCIO: Opportunities and Risks

Amanda Tepper, Moderator

March 27, 2018

Westport, CT

FRA 7th Annual OCIO and Investment Outsourcing Summit

Wait, How Much? Gaining a Better Understanding of Fees

Amanda Tepper, Panelist

March 20 – 21, 2018

The Princeton Club
New York, NY

Institutional Investor Senior Delegates Roundtable

Not Your Parents’ Distribution Channel

Amanda Tepper, Panelist

February 7 – 9, 2018

Miami, FL

Partnering with an OCIO: Opportunities and Risks

Amanda Tepper, Panelist

January 23, 2018

New York, NY