Investors seeking holistic solutions to achieve their investment goals are increasingly turning to third party advisors known as OCIO search consultants - for support in identifying the best provider(s) to meet those needs. Our guests are three of these prominent search consultants:Brad AlfordFounderAlpha Capital ManagementLarry CoatsPresident and CEOClearView Fiduciary AllianceGregory MetzgerSenior Consultant, Practice LeaderNorth Pier Search ConsultingIn this episode, originally recorded as a webinar on July 27th, 2023, Chestnut Managing Partner Amanda Tepper and the OCIO search consultant panelists  discuss key issues in the investment solutions marketplace today, including:What different types of investors seek and value most from investment solutions providersHow OCIO search consultants evaluate the increasingly wide range of investment solutions features available to investors todayHow OCIO search consultants are evaluating OCIO/solutions providers on an ongoing basis after they have been hired.Send us feedbackThis podcast is owned and produced by the Chestnut Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn. This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.

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