Chestnut Solutions Institute Membership Briefing
Nov 2023

Fall 2023 Member Forum

October 18th, 2023 – New York, NY

Location: Jay Suites, 15 W 38th St (between 5th and 6th Ave), 4th floor

Time: 1:30-7:00pm

Join us for an in-person, intimate roundtable discussion with senior leaders from our member firms. Our agenda will cover proprietary Chestnut research and industry survey work, in addition to hearing from subject matter experts on some of the most important drivers that will shape the solutions industry over the next few years.

The format will be a roundtable discussion with prepared remarks from subject matter experts on three topics, with discussion and perspective from senior leaders around the room, followed by cocktails. The three topics for our Fall Forum are:.

• How the Market Defines Investment Solutions Today: Institute Research Findings
• The CFA’s New Proposed OCIO Performance Standards
• Alternative Investments in Discretionary Solutions

If you have not yet registered, please Register Here or contact Michele Browne (mbrowne@chestnutadvisory.com), who will facilitate your registration.

Recent Member Events

How the Market Defines Investment Solutions Today: Member Briefing on Initial Survey Findings

On Sept 20 we provided Institute Members an exclusive first look into our industry research into how investors and providers think about and value a wide range of OCIO capabilities. The highly engaged discussion explored issues including which are the highest growth OCIO investor segments and what factors have the most influence on investors’ OCIO hiring decisions.

Solutions Industry News and Events

CFA Institute Proposed Standards: GIPS for OCIOs

On Sept 20 we provided Institute Members an exclusive first look into our industry research into how investors and providers think about and value a wide range of OCIO capabilities. The highly engaged discussion explored issues including which are the highest growth OCIO investor segments and what factors have the most influence on investors’ OCIO hiring decisions.

Upcoming Institute Events

If your links to our content are blocked, you may follow these steps to get around it:

1. Right click on the link and select “copy hyperlink”

2. Open your browser, go to unshorten.it and then paste the URL link in the box provided

3. The site will show you a preview of the destination site and provide you with a link to visit the site/article/registration

The Chestnut Solutions InstituteTM is an independent research-based forum designed to help strengthen the rapidly-growing investment solutions industry

Chestnut Solutions Institute Membership Briefing
Dec 2023

Fall 2023 Member Forum

October 18th, 2023 – New York, NY

Location: Jay Suites, 15 W 38th St (between 5th and 6th Ave), 4th floor

Time: 1:30-7:00pm

Join us for an in-person, intimate roundtable discussion with senior leaders from our member firms. Our agenda will cover proprietary Chestnut research and industry survey work, in addition to hearing from subject matter experts on some of the most important drivers that will shape the solutions industry over the next few years.

The format will be a roundtable discussion with prepared remarks from subject matter experts on three topics, with discussion and perspective from senior leaders around the room, followed by cocktails. The three topics for our Fall Forum are:.

• How the Market Defines Investment Solutions Today: Institute Research Findings
• The CFA’s New Proposed OCIO Performance Standards
• Alternative Investments in Discretionary Solutions

If you have not yet registered, please Register Here or contact Michele Browne (mbrowne@chestnutadvisory.com), who will facilitate your registration.

Recent Member Events

How the Market Defines Investment Solutions Today: Member Briefing on Initial Survey Findings

On Sept 20 we provided Institute Members an exclusive first look into our industry research into how investors and providers think about and value a wide range of OCIO capabilities. The highly engaged discussion explored issues including which are the highest growth OCIO investor segments and what factors have the most influence on investors’ OCIO hiring decisions.

Solutions Industry News and Events

CFA Institute Proposed Standards: GIPS for OCIOs

On Sept 20 we provided Institute Members an exclusive first look into our industry research into how investors and providers think about and value a wide range of OCIO capabilities. The highly engaged discussion explored issues including which are the highest growth OCIO investor segments and what factors have the most influence on investors’ OCIO hiring decisions.

Upcoming Institute Events

If your links to our content are blocked, you may follow these steps to get around it:

1. Right click on the link and select “copy hyperlink”

2. Open your browser, go to unshorten.it and then paste the URL link in the box provided

3. The site will show you a preview of the destination site and provide you with a link to visit the site/article/registration

The Chestnut Solutions InstituteTM is an independent research-based forum designed to help strengthen the rapidly-growing investment solutions industry