This first episode of Season 3 introduces an exciting new chapter of our podcast: Meet the Third Party Evaluators series which features one-on-one discussions with senior leaders who are responsible for the search and evaluation of OCIO, solutions, consultant and other investment providers. We dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.

Our guest today is Uma Kolluri, CFA, who serves as a Principal and owner at Curcio Webb, a premier independent consultancy focused on search and evaluation. Drawing on over two decades of expertise in institutional research and investment consulting, Uma currently oversees the firm's Investment Services division.

Her team is dedicated to assisting endowments, foundations, retirement plans, and various institutional investors in the identification and selection of investment consultants, OCIO providers, and trust or custodial partners.

Uma offers a unique perspective shaped by her background in investment consulting and her leadership in numerous provider reviews for diverse organizations. Her work with both small institutions and massive investment programs provides her with unparalleled clarity on governance, partner selection, and the evolving dynamics of the institutional investment market.

This wide ranging discussion covers:

• Curcio Webb's history
• Why clients look for OCIOs
• Due diligence and fees
• The challenge of measuring OCIO assets and performance
• Customizing searches for clients, and
• Determining the best fit

Send us feedback

This podcast is owned and produced by the Investment 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.

Alison Davis is a Managing Director in Makena Capital’s Client Strategy Group, joining the firm at the beginning of 2016. She works closely with both domestic and international clients across different segments, including family offices, Endowments and Foundations (E&F), sovereign wealth funds and leads Makena’s efforts with wealth channels.

Prior to joining Makena, Alison worked at NEPC in Boston as an investment analyst in their E&F practice. She earned a B.A. in Political Economy from Williams College and attended the London School of Economics.

This wide ranging discussion covers:

• Makena Origins and Growth.
• OCIO Model and Governance
• Products and Evergreen Vehicles
• Global Clients and Family Offices
• Investment Process and Deal Flow
• Liquidity and Risk Management
• Institute Partnership and Benchmarking
• AI and Tech Stack at Makena

Send us feedback

This podcast is owned and produced by the Investment 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.

Our guest Josh White, a Managing Director at J.P. Morgan Asset Management, where he's Client CIO of the institutional business. He has portfolio management responsibility for nearly fifty billion dollars in assets, building tailored solutions for pension funds, healthcare systems, insurers, and Taft-Hartley plans. Our wide ranging conversation covers:

• Josh’s professional journey
• The need for industry standards beyond benchmarks, and reframing “conflicts”
• Current client challenges and active management headwinds
• Portfolio customization and J.P. Morgan’s technology to accelerate research, implementation, reporting, and manager analysis

The Institute's "Meet the OCIOs" series are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.

Send us feedback

This podcast is owned and produced by the Investment 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.