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 Metzger
Senior Consultant, Practice Leader
North Pier Search Consulting

In this episode, originally recorded as a webinar on July 27th, 2023, Chestnut Managing Partner Amanda Tepper and the OCIO search consultant panelists discuss key issues in the investment solutions marketplace today, including:

What different types of investors seek and value most from investment solutions providers
How OCIO search consultants evaluate the increasingly wide range of investment solutions features available to investors today
How OCIO search consultants are evaluating OCIO/solutions providers on an ongoing basis after they have been hired.

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