Dakota Live! Podcast: Mastering OCIO Solutions: Insights from Chestnut Advisory Group

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Amanda Tepper and Ravi Venkatraman, managing partners and co-founders of Chestnut Advisory Group.

Chestnut Advisory Group and the Chestnut Solutions Institute specialize in providing strategic advisory services and investment solutions tailored to the needs of OCIOs (Outsourced Chief Investment Officers). They offer comprehensive support, including market insights, best practices, and customized strategies to enhance the effectiveness and performance of OCIOs in managing their clients' investment portfolios

Amanda and Ravi bring deep insights into the world of investment management and strategic advisory. Their expertise in the OCIO (Outsourced Chief Investment Officer) space and investment solutions industry is unparalleled.

Episode Highlights:

✔ The unique challenges and evolution of the OCIO market.
✔ Key factors driving the growth and consolidation within the investment solutions industry.
✔ The importance of establishing common standards and definitions for investment solution providers.
✔ Chestnut's thesis on the importance of meeting clients' needs and how this approach drives their strategic advisory practice.

Tune In to Learn:

✅ How investors are selecting OCIO partners.
✅ Best practices in OCIO management and discretionary services.
✅ Insights on client-centric solutions and the importance of ongoing education and dialogue.
✅ Emerging trends and innovations shaping the future of the OCIO landscape.

Join us for this engaging conversation on navigating the complexities of investment solutions. Amanda and Ravi's approach to strategic advisory, their commitment to ethical standards, and their leadership in the investment management community provide a fascinating look into the future of the industry.