business
Hosted by Investment Solutions Institute · business · EN-US
This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman, co-founder of the Investment Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem. The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com for research insights and events hosted by the Chestnut Solutions Institute and follow us on LinkedIn .
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Contact path
Verified email
Booking probability
29%
Guest openness
Selective
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Signup to Generate a PitchThis podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman, co-founder of the Investment Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem.
The Solutions Scoop is hosted by Investment Solutions Institute. The show has published 19 episodes to date.
Recent episodes include "Meet the Third Party Evaluators: Uma Kolluri - Curcio Webb" (28 August 2026, 56 minutes), "Meet the OCIOs: Alison Davis - Makena Capital" (28 July 2026, 39 minutes), and "S2 E9: Josh White - J.P. Morgan" (22 June 2026, 47 minutes).
The Solutions Scoop publishes roughly monthly, with episodes averaging 47 minutes across 19 episodes.
Booking probability for The Solutions Scoop is 29%, and the host is rated Selective on guests. The Solutions Scoop requires a Pod Score of 80 or higher. The Solutions Scoop's contact route on record: verified email.
The strongest fits for The Solutions Scoop are Investing & Wealth Management and Business & Management Consulting. The Solutions Scoop has a business audience.
Investment Solutions Institute hosts The Solutions Scoop, a business podcast with 19 episodes published.
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Episode #1
This first episode of Season 3 introduces an exciting new chapter of our podcast: Meet the Third Party Evaluators series which features one-on-one discussions with senior leaders who are responsible for the search and...
Episode #10
Alison Davis is a Managing Director in Makena Capital ’s Client Strategy Group, joining the firm at the beginning of 2016. She works closely with both domestic and international clients across different segments...
Episode #9
<p>Our guest Josh White, a Managing Director at J.P. Morgan Asset Management, where he's Client CIO of the institutional business. He has portfolio management responsibility for nearly fifty billion dollars in assets...
Episode #8
<p>Our guest <b>Sona Menon</b>, serves as the Head of the Outsourced Chief Investment Office (OCIO) within Morgan Stanley Wealth Management. Sona also oversees the institutional product platform which sources and...
Episode #7
<p>Our guest <b>Anne Marie Schultz</b> is a Partner and the U.S. Investments Commercial Leader at <b>Mercer</b>, responsible for driving growth across investment tools, advice and solutions for all clients. Anne Marie...
Episode #6
<p>Our guest Dan Farley, Executive Vice President at State Street and CIO for the Investment Solutions Group is responsible for the management and development of asset allocation strategies for institutional clients...
Episode #5
<p>As the OCIO marketplace continues to expand, traditional investment evaluation techniques focused solely on performance and fees are no longer sufficient. The Chestnut Solutions has introduced the <b>Holistic Value...
Episode #4
<p><b>Bernie Reidy</b>, National Endowments & Foundations Executive at <b>Bank of America</b>, plays a pivotal role in shaping and executing his firm's national strategy serving endowments and foundations across the...
Episode #3
<p>Carol W. Geremia is president of MFS Investment Management and co-head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's...
Episode #2
<p>This podcast is being jointly presented by the Chestnut Solutions Institute and Rosemont Investment Group, two firms that are deeply involved and invested in the successful growth of the solutions industry, each...
Episode #1
<p>Canadian institutional investors are increasingly joining the growing trend of seeking custom investment solutions to help them achieve their unique investment goals. The Canadian Institutional Client Network of PMAC...
Episode #8
<p>Institutional and retail investors alike are increasingly seeking custom investment solutions - from multi-asset products to full OCIO engagements - to help them achieve their unique investment goals for 2025 and...
Episode #7
<p>Pension plans face an array of choices in managing and overseeing their investments depending upon their circumstances, objectives and resources. These critical decisions require active engagement with constant...
Episode #6
<p><b>Lisa Shalett</b> is Chief Investment Officer and Head of Global Investment Office at <b>Morgan Stanley Wealth Management</b>. In this conversation, Chestnut Solutions Institute co-founder <b>Amanda Tepper</b> and...
Episode #5
<p>Asset owners of all types are increasingly adopting Investment solutions and OCIO products and services, yet the industry lacks standards and norms. The Chestnut Solutions Institute has introduced a new framework...
Episode #4
<p>Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services. Join Eva Xu, PhD, CFA, and Chestnut Advisor as...
Episode #3
<p>Non-profit institutions are increasingly choosing holistic investment solutions like OCIOs to manage some or all of their portfolios. Drawing on the exclusive market research findings in the Chestnut Solutions...
Episode #2
<p>Investors seeking holistic solutions to achieve their investment goals are increasingly turning to third party advisors known as OCIO search consultants - for support in identifying the best provider(s) to meet those...
Episode #1
<p>Investors and solutions providers are facing several critical challenges hindering a continuation of the industry’s recent rapid growth, notably a lack of standards or common definitions of solutions offered today...
Recent guests on The Solutions Scoop. Study who booked and why before you pitch.
professor of practice at Johns Hopkins School of Advanced International Studies, Johns Hopkins School of Advanced International Studies
Managing Director, Senior Institutional Portfolio Strategist, European Bank for Reconstruction and Development
Chief Investment Officer and Head of Global Investment Office, Morgan Stanley Wealth Management
Curcio Webb
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