The OCIO market for pension schemes has seen significant growth in recent years. This expansion will be further fuelled by the recent market turmoil and challenges faced by trustees across different governance structures. Arguably, trustees have never been in greater need (or desire!) of more operational support. 

The roundtable will explore the trends in the OCIO market from both investment and governance perspectives. We will delve into the considerations that asset owners must take into account when evaluating OCIO partners and their unique differentiators, alongside other relevant topics. 

OCIO Roundtable | June 29th, 2023 | 3:30pm-6:30pm

Agenda*:

• What is OCIO?  
• Why should trustees outsource their chief investment officer function?  
• What OCIO options are available? 
• What to look for when choosing a provider? 
• Governance 
• Differentiating a good OCIO provider from a great one?  

*agenda to be used as a guide to the discussion and not set in stone   

Speakers:

Melanie Cusack

Client Director, Zedra Governance 

Michelle Darracott

Trustee Executive, BESTrustees

Andrew Harrison

Director, LawDeb Pension Trustees 

Michele Hirons-Wood,

Professional Trustee, Capital Cranfield 

Maria Johannessen

Head of Investment Clients, Aon

Ian Maybury

Independent Trustee 

William Parry

Associate Partner, Aon

Daniel Peters

Senior Partner, Global Investment Practice, Aon

Alan Pickering

President, BESTrustees

Chair:

Mark Dunne

Editor, portfolio institutional

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