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EDUCATION SESSION #911
OCIO: Opportunities and Implications from the Growth of Outsourced Chief Investment Officers
A growing number of institutional investors, such as pension funds and family offices, are turning to OCIOs to manage their portfolios. In response, many investment firms now provide a wide array of services under the OCIO banner.

What are the true benefits and costs to an investor who hires an OCIO? How is the success of an OCIO measured? What are the conflicts faced by asset managers and OCIO providers in this new value chain?

Bring your questions and share your perspective as you network over drinks and hors d'oeuvres after the panel discussion.
DATE
28 February 2019
TIME
5:00 PM Registration
6:00 PM Event Begins
The program will begin promptly at 6:00 PM; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed will NOT be admitted and will be subject to a "No-Show Fee" (see below).
LOCATION
UBS
1285 Avenue of the Americas
15th Floor
New York, New York, NY 10019
PARTICIPANTS
Nicole Jenkins
UBS Asset Management

Mabel Lung
UBS Asset Management

Andrea McAndrew
Fiduciary Investment Advisors

Amanda Tepper
Moderator
Chestnut Advisory Group
HOST
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BIOGRAPHIES
Nicole Jenkins
Client Relationship Manager - Managing Director, UBS Asset Management

Nicole is a Client Relationship Manger in Asset Management's Americas Distribution team. In this role, she manages US institutional clients in the public, corporate and foundation markets. She acts as an advisor to clients, managing and expanding the relationship across traditional and alternative asset classes.

Prior to this role, Nicole led Distribution & Sales Management for A&Q, a hedge fund division of UBS Asset Management where she was responsible for business planning across the A&Q client segments and implementing strategic initiatives for the benefit of A&Q clients globally. During her 13 years with A&Q, she also held positions as Global Head of Investor Services (2007-2013) and Business Development Manager (2002-2007).

In addition, Nicole co-chaired UBS's All Bar None Americas Employee Resource Group from 2013-2017 where she leveraged her thought leadership and influence to empower women.

Prior to joining UBS in 2002, Nicole worked for Fidelity Investments for 6 years as a Senior Product Manager for the firm's Institutional Brokerage Group and as a trader on the Fixed-Rate Capital Securities desk in their Capital Markets Division.

Mabel Lung
Portfolio Manager Multi-Component Portfolios - Managing Director, UBS Asset Management

Mabel has been an integral member in portfolio management of Multi-Asset and Multi-Component Portfolios since 2000 when UBS Asset Management launched the UBS Multi-Asset Managed Accounts Program.

Recognizing the importance of after-tax investment results to US private clients, Mabel led her team to launch Personalized Tax Management in 2011 as a tax overlay investment service to multi-asset portfolios.

Mabel has significant experience in manager selection, overseeing $30 billion of assets for institutional and private clients globally through open architecture of best-in-class managers in liquid strategies, combined with a keen focus on risk-aware and holistic portfolio construction.

Mabel joined the firm in 1984, after her graduate study in business administration and has held various positions in finance, treasury, strategic and business planning, prior to joining the asset management division of the firm in 1995.

Prior to business school, she was a corporate finance analyst at an investment banking firm.

Andrea McAndrew
Consultant & Research Analyst, Fiduciary Investment Advisors

Andrea is a Consultant and Research Analyst at Fiduciary Investment Advisors, LLC (FIA) and is a member of the manager research group. Andrea has over 15 years of investment experience with a focus on alternative investments.

Prior to joining FIA, Andrea was a Managing Director at Alpha Capital Research, LLC where she was responsible for hedge fund manager sourcing, due diligence and portfolio analysis for the firm’s fund of fund products and family office clients. Before joining Alpha Capital, Andrea was an endowment administrator at Choate Rosemary Hall and prior to Choate she was responsible for compliance and administration at ARA Portfolio Management. Andrea has earned the right to use the Chartered Financial Analyst® designation.

Amanda Tepper
CEO, Chestnut Advisory Group

Amanda Tepper is the Founder and CEO of Chestnut Advisory Group, a firm that provides business development consulting for asset managers. Chestnut helps our clients raise and retain capital by providing custom go-to-market strategies and content.

Previously Amanda was Global Director of the senior portfolio management team at AllianceBernstein. Amanda has deep experience in sell-side equity research, as Associate Director of Equity Research at Bank of America and as an Institutional-Investor All-America Team-ranked analyst at JPMorgan.

Amanda holds an MBA from The Wharton School and a BA from Brown University, Phi Beta Kappa. Amanda is a member of the Investment Advisory Committee for the Endowment of the Art Students League of New York. She also serves as a member of the 100 Women in Finance Global Advisory Council, and on the Andover Development Board of Phillips Academy.
ABOUT
UBS
UBS committed to providing private, institutional and corporate clients worldwide, as well as retail clients in Switzerland, with superior financial advice and solutions while generating attractive and sustainable returns for shareholders. Its strategy centers on its Wealth Management and Wealth Management Americas businesses and its leading universal bank in Switzerland, complemented by its Global Asset Management business and its Investment Bank. These businesses share three key characteristics: they benefit from a strong competitive position in their targeted markets, are capital-efficient, and offer a superior structural growth and profitability outlook. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates. Capital strength is the foundation of its success.

Headquartered in Zurich, Switzerland, UBS has offices in more than 50 countries, including all major financial centers, and approximately 60,000 employees. UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors. The operational structure of the Group comprises the Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Retail & Corporate, Global Asset Management and the Investment Bank.

UBS is a proud member of 100 Women in Finance’s Leadership Council . 100WF Leadership Council is a select group of international banks, alternative investment firms, asset management firms and others in the industry who support the long run mission of 100 Women in Finance.
100 Women in Finance
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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