National Webinar - Build or Buy - Is OCIO right for your Fund

April 27, 2017 1:00 PM to 2:00 PMOnline - Eastern Day Time
Area of Interest: Investments Format: Web

This session will provide to provide an introduction to one of the fastest growing trends in the investment industry - the move to Outsourced Chief Investment Office (OCIO) services. During this presentation, Peter will provide a brief history of OCIO services in Canada, review key services included under an OCIO model, and offer a practical assessment of the benefits and challenges inherent in moving from a “traditional” investment approach to an outsourced approach.

Attend this webinar to:

1. Learn how an OCIO model works in practice compared to a traditional advisory model
2. Identify questions your Committee should consider before engaging in a review of OCIO providers
3. Explore important factors to consider when assessing alternative OCIO service providers

Who should attend this session:

• Defined benefit plan sponsors
• Trustees
• Pension committee members
• Investment committee members

Fees and Registration
Membership Types Regular Price Plan Sponsor Price
Regular membership $0.00 CDN $0.00 CDN
Plan Sponsor Individual Membership $0.00 CDN $0.00 CDN
Associate $0.00 CDN $0.00 CDN
Student $0.00 CDN -
Non Member $90.00 CDN $65.00 CDN
Cancellation Policy

Peter Hallett
Principal, Wealth-Investments
Mercer

Peter Hallett is a Principal and senior consultant in Mercer’s Wealth business based in Vancouver. With over 25 years of investment experience, Peter works with a broad range of pension, foundation, endowment and other institutional clients on various aspects of investment advisory services including: investment strategy and policy formulation, portfolio construction, manager structure, performance evaluation and investment manager search and selection. In addition, Peter has primary responsibility for delivering Mercer’s Delegated Solutions in Western Canada.

Prior to joining Mercer in 2010, Peter spent five years with a global investment management firm, responsible for sales and client service across Canada, and ten years as a Senior Investment Consultant with Towers Perrin, based in Calgary.

Peter holds a BA in Management Economics from the University of Guelph, an MBA from the Schulich School of Business, and is a CFA Charterholder.