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The annual OCIO East Summit is a one-day meeting of 100+ Outsourced Chief Investment Officers and Institutional Consultants based throughout East Coast and its surrounding states. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking.
Discuss investment as well as regulation, policy and industry trends.
Gain knowledge on asset allocation, risk mitigation, as well as monetary, fiscal, and societal issues around retirement planning and outsourcing.
Exchange ideas and build community with the outsourced Investment Officers and Institutional Consultants based throughout East Coast and other states.
Connect, network and get motivated by speakers and leaders like Thad Glowacki, Jessica Noviskis, Tom Williams, Dan Ricci, William Kennedy among others.
Portfolio Summits has a global track record of building programs and providing educational networking opportunities for allocators and asset managers across Financial Advisory, Institutional Investment, Private Markets, and more.
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