The Solutions Scoop

Chestnut Solutions Institute
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This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman and Amanda Tepper, co-founders of the Chestnut Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem. 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 for research insights and events hosted by the Chestnut Solutions Institute and follow us on LinkedIn.

  1. 2 HR AGO

    Meet the OCIOs - Anne Marie Schultz from Mercer

    Our guest Anne Marie Schultz  is a Partner and the U.S. Investments Commercial Leader at Mercer, responsible for driving growth across investment tools, advice and solutions for all clients. Anne Marie and Institute co-founder Amanda Tepper discuss a wide range of topics, including:  The ‘three C’s’ Anne Marie believes are driving increasing investor demand for custom investment solutionsHow solutions clients benefit from strategic acquisitions executed by their providersWhere the solutions industry is going over the next five years  And much more. Our Meet the OCIOs episodes 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 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.

    48 min

  2. 29 JAN

    Meet the OCIOs - Dan Farley from State Street Investment Management

    Our guest Dan Farley,  Executive Vice President at State Street and CIO for the Investment Solutions Group is responsible for the management and development of asset allocation strategies for institutional clients around the world.  He leads a team of over 150 investment professionals, managing and developing over $500 billion in multi-asset class portfolio solutions for institutional clients and intermediaries. Dan and Chestnut Solutions Institute co-founder Ravi Venkataraman discuss a wide range of topics, including:  The solutions business at State StreetHow OCIO fits in a continuum of client solutions and market segmentsInvestment capabilities and other types of value add And much more. Our 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 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.

    36 min

  3. 08/07/2025

    Evaluating OCIOs and Solutions: A Holistic Value Measurement Framework

    As the OCIO marketplace continues to expand, traditional investment evaluation techniques focused solely on performance and fees are no longer sufficient. The Chestnut Solutions has introduced the Holistic Value Measurement (HVM) framework — a powerful new governance tool for evaluating OCIO and investment solutions providers that can be used by asset owners, OCIOs, solutions providers, and search consultants. In this episode, originally recorded as a webinar on June 26th, 2025, Chestnut Managing Partners, Ravi Venkataraman and Amanda Tepper introduce the HVM framework and discuss business and client applications with JP Morgan's Joshua White, Head of NAI and Insurance Investment Specialists for the firm's OCIO business. Learn how HVM can enhance due diligence, provider selection, and ongoing monitoring by assessing value across three critical dimensions: 📊 Investments ⚙️ Operations 🤝 Service Accompanying slides may be found on Chestnut’s website here. Send us feedback This 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.

    44 min

  4. 22/05/2025

    OCIO 2.0 for Nonprofits: Bernie Reidy of Bank of America

    Bernie Reidy, National Endowments & Foundations Executive at Bank of America, plays a pivotal role in shaping and executing his firm's national strategy serving endowments and foundations across the United States. He leads a team that develops customized OCIO mandates tailored to nonprofit clients’ missions and objectives. In this thoughtful executive conversation, Bernie and Chestnut Solutions Institute co-founder Amanda Tepper discuss a wide range of topics, including:   How Bank of America’s suite of value-added non-profit operations and strategy advisory services can impact clients’ investing approachExistential questions such as ‘What is an OCIO?’ ‘What is a fiduciary?’Why two OCIOs are not (generally) better than oneThe broader value of strategic nonprofit advisoryOur executive conversations are one-on-one discussions with senior leaders from across the investment solutions 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 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.

    41 min

  5. 09/05/2025

    Playing a Bigger Game - Carol Geremia of MFS Investment Management

    Carol W. Geremia is president of MFS Investment Management and co-head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's Enterprise Leadership Team, she helps drive MFS' long-term corporate strategy. In these roles, Carol oversees the management of the company's global institutional and retail businesses, which span US and non-US markets. This special episode was recorded when Carol presented at the Chestnut Solutions Institute in-person 2025 Spring Forum in Boston. Rather than talking about markets and the issues that are out of our control like interest rates, signs of recession and geopolitical risks, this talk explores how we rise above the “noise”, build resilience and Playing a Bigger Game. It is a mindset or a philosophy that looks beyond the immediate to consider transformational change, which starts with: ■ Assessing where we are and how we got here ■ Reexamining the purpose of the industry relative to the real world ■ Facing our fear of getting it wrong. Our “GULPS” ■ Investing our energy differently ■ Embracing new allies/organizations who can drive change ■ Moving to Bold Action to ensure we can build better outcomes in a world of intense uncertainty Please check out the accompanying paper at https://www.mfs.com/content/dam/mfs-enterprise/mfscom/insights/2025/March/pdfs/mfse_wp_3135734.pdf to fully appreciate Carol’s fascinating remarks and references. Send us feedback This 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.

    55 min

  6. 14/04/2025

    Building Sustainable Solutions Businesses: A Conversation with Rosemont

    This podcast is being jointly presented by the Chestnut Solutions Institute and Rosemont Investment Group, two firms that are deeply involved and invested in the successful growth of the solutions industry, each playing a very different and unique role in the solutions ecosystem.  The conversation features: Chas Burkhart, CEO, Rosemont Investment Group Brad Mook, Managing Director, Investments & Finance, Rosemont Investment Group Ravi Venkataraman, Managing Partner, Chestnut Advisory Group Amanda Tepper, Managing Partner, Chestnut Advisory Group In our roundtable we discuss: How investment solutions are penetrating the wealth management businessOperating and ownership best practices for a successful solutions businessA new provider evaluation framework to help providers and clients ensure that any investment solution product or service is actually creating value for the end clientSend us feedback This 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.

    49 min

  7. 06/02/2025

    A Solutions Primer: Conversation with PMAC

    Canadian institutional investors are increasingly joining the growing trend of seeking custom investment solutions to help them achieve their unique investment goals.   The Canadian Institutional Client Network of PMAC (The Portfolio Management Association of Canada) invited Chestnut Managing Partner Amanda Tepper to speak with them about trends in the solutions & OCIO marketplace today.   Amanda’s presentation is an up-to-date primer on the global investment solutions and OCIO industry today, including: The definition of an investment solutions and an OCIO engagementThe factors driving investors to adopt custom solutionsThe business of solutions, from the size of the marketplace to types of providers and investor market segmentsA peek into Chestnut’s soon-to-be released tool for holistically evaluating OCIOs and other solutions providers Several PMAC members engage with Amanda over the course of this session. We thank PMAC for their continued partnership with Chestnut.Send us feedback This 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.

    44 min

  8. 31/12/2024

    Shape of Solutions 2025

    Institutional and retail investors alike are increasingly seeking custom investment solutions - from multi-asset products to full OCIO engagements - to help them achieve their unique investment goals for 2025 and beyond.  In this strategist roundtable, host Amanda Tepper speaks with three senior investors who each manage a range of solutions portfolios for their clients about how they are thinking about and positioning their clients’ portfolios to succeed in 2025. Jonathan Barry, FSA, CSA Managing Director, Investment Solutions Group MFS Michael Strauss Managing Director, Senior Institutional Portfolio Strategist Bank of America Dan Farley Chief Investment Officer - Investment Solutions State Street Global Advisors Send us feedback This 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.

    1h 5m
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About

This podcast is about the rapidly growing Investment Solutions and Outsourced Chief Investment Officer (OCIO) businesses and is hosted by Ravi Venkataraman and Amanda Tepper, co-founders of the Chestnut Solutions Institute. Our guests are senior leaders from investment management, consulting, asset owners and other thinkers in the investment ecosystem. 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 for research insights and events hosted by the Chestnut Solutions Institute and follow us on LinkedIn.

Information

  • Creator
    Chestnut Solutions Institute
  • Years Active
    2024 - 2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © 2026 The Solutions Scoop
  • Show Website
    The Solutions Scoop