Pearls and Perils of the O-CIO Model Overview

Webinar: Pearls and Perils of the O-CIO Model
Thursday, October 3, 2013 – 10:30-11:00 am CT
Nonprofits want to make a difference, and FIA can help. Our Foundation and Institutional Advisors (FIA)
are committed to serving nonprofit organizations through sound investment management solutions to
help them achieve their philanthropic and financial goals.
Overview & Guest Speakers
Access Directions
If an institution decides to hire an Outsource CIO
(OCIO) provider, they face the important task of
selecting and monitoring the right OCIO
provider. Ronald N. Klotter, CFA will discuss
important criteria used to evaluate providers,
and also will offer some general comments
regarding the current status of the young but
growing OCIO industry.
To join us online, go to
Webinar Number: 591 347 166
To join this Webinar via telephone, dial 855-250-3124
Conference ID Number: 237 243 63
*Please send questions in advance to:
Ronald N. Klotter of R.V. Kuhns & Associates has
extensive experience working with a wide range
of clients, including endowments and
foundations, corporations and public entities.
Ron has conducted extensive research on
several key topics in the investment consulting
industry, including endowment spending policy,
total active risk analysis and policy structure.
Guest Speakers:
Host: James C. Bridgman
National Director - FIA
Allows organization to focus on primary mission
More efficient use of organization’s resources
Professional Investment Management
Timely investment decision making
Effective governance
Manager contract and free negotiation
Outsourced CIO
Ronald N. Klotter
Senior Consultant
Under an OCIO model, a financial advisor works with
your board of directors and investment committee
to set an Investment policy. Within these predetermined parameters, the financial advisor makes
investment strategy recommendations and facilitates
manager selection, asset allocation and portfolio
construction, as well as risk management,
administrative services and comprehensive reporting
on your behalf.
IRS CIRCULAR 230 NOTICE: To the extent that this communication or any attachment concerns tax
matters, it is not intended to be used, and cannot be used by a taxpayer, for the purpose of avoiding any
penalties that may be imposed by law. For more information about this notice, see
LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated
as legal advice, investment advice or tax advice. Readers, including professionals, should under no
circumstances rely upon this information as a substitute for their own research or for obtaining specific
legal or tax advice from their own counsel.