
March 2021
OCIO: What Investing Trends the CIO of One of the Largest Thinks About
Frequent CFA Society New York volunteer and Founder of Manager Analysis Services, Chris Cutler, CFA will interview Chris Philips, CFA, Principal and Head of Vanguard Institutional Advisory Services. Attendees who may be considering an OCIO partner, will gain insight into the investing trends on the mind of the man who runs one of the largest. With over two decades of experience providing ongoing investment management services and strategic recommendations for a range of clients, Chris Philips, CFA will share his perspective on manager search and selection for non-profits is changing and how their asset allocation is responding to the risks in the market.