The institutional consulting business has evolved considerably over the past five years. Consulting has progressed from providing fiduciaries information to make informed decisions, to proactive investment advice and risk management. Post the difficulties of 2008 and the concerns we all have for the future, investment consultants now are required to provide more information and lead their investment committees to making better decisions. Many institutions are even giving their consultants discretion. Given this transformation, a panel discussion will explore the communication required to manage institutional business and address the following: communications, quarterly meetings, portfolio construction, risk management, performance monitoring, and overall fiduciary best practices. Attend this session and learn how three top-level institutional consultants are conducting their quarterly meetings and setting the standard for the future.
Scott Thayer, CIMA®, Graystone Consulting
James J. LaFleur, MBA, CAIA, CIMA®, CMA, Mercer
Kevin Sánchez, MBA, CIMA®, CPWA®, CFP®, UBS Institutional Consulting
Margaret Towle, PhD, CPWA®