My 3rd Podcast Interview

The Dallas/Fort Worth CFA Society interviewed me to discuss everything OCIO. In just 20 minutes we cover a lot of ground that every institutional investor should consider when using an OCIO or investment consultant.

Listen on Spotify

Listen on Apple Podcasts

To skip to specific topics, here is a quick reference:

Time                     Topic

0 – 3:00                Introduction

3:00 – 5:00         Personal Background

5:00 -  6:00         Professional Background

6:00 – 8:15         Why I began Performance Monitoring

8:15 – 10:00       What Have You Found in Your Reviews?

10:00 -  12;00    What Has Surprised You in Your Work?

12:00- 14:30     Benchmark Creation & Disclosure

14:30 – 17:15    OCIO Selection, Searches & Conflicts

17:15 – 19:15    Why Use an OCIO

19:15 - 21:45    OCIO Performance and the Proposed GIPS

21:45 - End        Ray Dalio & Mistakes-based Learning