The 2025 Fall Member Forum, hosted by Founding Institute Member Bank of America, convened member firms for an engaging day of industry dialogue, exclusive research previews, and peer-to-peer exchange. The program featured leaders from Bank of America, State Street, MFS, Maples Group, CENTRL, and Chestnut Advisory Group.

Key sessions included:

-The Executive View: Building a Successful Solutions Business
-The New OCIO AUM Standard: CSI Working Group Findings
-Technology in Solutions: How Providers Are Using AI and Technology Today
-The 2025 Solutions Scoop: Initial Findings from the Institute’s 2025 OCIO Survey

Contact us here to inquire about membership.