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Executive Briefing- Outsourced Chief Investment Officer Model

What is the Outsourced Chief Investment Officer Model (OCIO)? Essentially, the outsourced chief investment officer (OCIO) model permits the advisory firm to manage the client portfolio on a discretionary basis – allowing the firm to make changes (with prescribed limits) in investments. The OCIO model behaves in a similar capacity as professional investment staff. Download [...]

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Video Interview – CA State Treasurer Bill Lockyer

This is an interview between Michael Maduell, President of the Sovereign Wealth Fund Institute and California State Treasurer Bill Lockyer at the Institute Fund Summit 2013 Americas in Dana Point, California.

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