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Hosted by Chestnut Solutions Institute · 🇺🇸 US · EN-US · 18 episodes
Established thought leaders with verified media credentials.
This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman and Amanda Tepper, co-founders of the Chestnut 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 .
Chestnut Solutions Institute hosts The Solutions Scoop, a business show with 18 episodes published.
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, includi
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, build
Our guest Sona Menon , 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 accesses institu
Our guest Anne Marie Schultz is a Partner and the U.S. Investments Commercial Leader at Mercer , responsible for driving growth across investment tools, advice and solutions for all clients. Anne Marie and Institute co-f
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 around
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 Holistic Value Measurem
Bernie Reidy , National Endowments & Foundations Executive at Bank of America , plays a pivotal role in shaping and executing his firm's national strategy serving endowments and foundations across the United States. He l
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 Enter
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 playing
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 (Th
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 beyond.
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 evolution
Lisa Shalett is Chief Investment Officer and Head of Global Investment Office at Morgan Stanley Wealth Management . In this conversation, Chestnut Solutions Institute co-founder Amanda Tepper and Lisa discusses a wide ra
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 designe
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 she
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 Institute’
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 nee
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. In th
Josh White
J.P. Morgan
1 appearance on this show
Anne Marie Schultz
Mercer
1 appearance on this show
Dan Farley
State Street
1 appearance on this show
Ravi Venkataraman
Chestnut Solutions Institute
2 appearances on this show
Joshua Wh...
JP Morgan
1 appearance on this show
Amanda Tepper
Chestnut Solutions Institute
1 appearance on this show
Bernie Reidy
Bank of America
1 appearance on this show
Carol W. Geremia
MFS Investment Management
1 appearance on this show
Chas Burkhart
Rosemont Investment Group
1 appearance on this show
Jonathan Barry
MFS
1 appearance on this show
Jared Gross
JP Morgan Asset Management
1 appearance on this show
Jeanmarie Grisi
Nokia
1 appearance on this show
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The Solutions Scoop is hosted by Chestnut Solutions Institute. The show is categorised under business (investing) and has published 18 episodes.
The Solutions Scoop has published 18 episodes.
The Solutions Scoop regularly covers business, investing. It sits in the business category, with a investing focus.
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