The Solutions Scoop

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, building tailored solutions for pension funds, healthcare systems, insurers, and Taft-Hartley plans. Our wide ranging conversation covers: Josh’s professional journey The need for...

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 institutional managers for the OCIO business. In these capacities, she oversees $145 billion in AUM across the various client segments. We discuss: Her career journey Morgan Stanley’s bus...

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-founder Amanda Tepper discuss a wide range of topics, including:  The ‘three C’s’ Anne Marie believes are driving increasing investor demand for custom investment solutions How sol...

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 the world.  He leads a team of over 150 investment professionals, managing and developing over $500 billion in multi-asset class portfolio solutions for institutional clients and...

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 Measurement (HVM) framework — a powerful new governance tool for evaluating OCIO and investment solutions providers that can be used by asset owners, OCIOs, solutions providers, and search...

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 leads a team that develops customized OCIO mandates tailored to nonprofit clients’ missions and objectives. In this thoughtful executive conversation, Bernie and Chestnut S...

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 Enterprise Leadership Team, she helps drive MFS' long-term corporate strategy. In these roles, Carol oversees the management of the company's global institutional an...

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 a very different and unique role in the solutions ecosystem.  The conversation features: Chas Burkhart , CEO, Rosemont Investment Group Brad Mook , Managing Director, Investments &...

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 (The Portfolio Management Association of Canada) invited Chestnut Managing Partner Amanda Tepper to speak with them about trends in the solutions & OCIO marketplace today.   Ama...

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.  In this strategist roundtable, host Amanda Tepper speaks with three senior investors who each manage a range of solutions portfolios for their clients about how they are thinking...

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 and innovation. Ravi Venkataraman  hosts this discussion with our guests that include leading pension solutions practitioners and a CIO that oversees one of the largest US pension...

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 range of issues, including: How Morgan Stanley’s wealth business has evolved and the strategic role it now plays at the firm The structural and cultural changes a traditional wealth...

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 designed to help all investment solutions stakeholders develop a mutual understanding of objectives and achieve optimal investor outcomes more easily. In this conversation, Chestnut Solut...

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 hosts a panel of alternative investing experts at some of the industry’s leading asset management firms: Brandon Dees Head of Alternative Investment Solutions Morgan Stanley OCIO...

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’s new report, Defining Investment Solutions , our panel of asset owners and asset managers discuss issues including:  What are the key needs of different types of non-profit instit...

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 needs. Our guests are three of these prominent search consultants: Brad Alford Founder Alpha Capital Management Larry Coats President and CEO ClearView Fiduciary Alliance Gregory Metz...

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 the spring of 2023, Chestnut Advisory Group launched the Chestnut Solutions Institute, a membership based independent research forum, to address these challenges by providing market...