Shows
The Solutions ScoopEvaluating OCIOs and Solutions: A Holistic Value Measurement FrameworkAs 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 Wh...
2025-07-0843 minThe Solutions ScoopOCIO 2.0 for Nonprofits: Bernie Reidy of Bank of AmericaBernie 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?’...
2025-05-2240 min
Rosemont Roundtable: Exploring the Business of Investment ManagementInside the OCIO World: Trends, Challenges, and OpportunitiesIn this episode of Rosemont Roundtable, Brad Mook and Chas Burkhart speak with Amanda Tepper and Ravi Venkataraman, leaders of Chestnut Advisory Group and their new market research division, The Chestnut Solutions Institute.The discussion lifts the hood on the OCIO/investment solutions industry, exploring how the space is defined, competitive challenges and growth opportunities, firm approaches, keys to sustainability, M&A trends, the wealth management segment's growing popularity, and more. All four participants bring long investment experience and varied backgrounds to this insightful conversation, offering valuable perspectives for anyone involved in or following the evolution of...
2025-04-1550 minThe Solutions ScoopBuilding Sustainable Solutions Businesses: A Conversation with RosemontThis 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 GroupBrad Mook, Managing Director, Investments & Finance, Rosemont Investment GroupRavi Venkataraman, Managing Partner, Chestnut Advisory GroupAmanda Tepper, Managing Partner, Chestnut Advisory GroupIn our roundtable we discuss:How i...
2025-04-1448 minThe Solutions ScoopA Solutions Primer: Conversation with PMACCanadian 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 t...
2025-02-0644 minThe Solutions ScoopShape of Solutions 2025Institutional 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, CSAManaging Director, Investment Solutions GroupMFSMichael StraussManaging Director, Senior Institutional Portfolio Strategist
2024-12-311h 05The Solutions ScoopLisa Shalett - Morgan StanleyLisa Shalett is Chief Investment Officer and Head of Global Investment Office at Morgan Stanley Wealth Management. In this conversation, Chestnut Solutions Institute co-founder Amanda Tepper and Lisa discusses a wide range of issues, including:How Morgan Stanley’s wealth business has evolved and the strategic role it now plays at the firmThe structural and cultural changes a traditional wealth firm must make in order to deliver holistic solutions to many different types and sizes of wealth clientsThe role of custom benchmarking in measuring the success of any truly customized investment solutionO...
2024-11-2044 min
Changing the Perception of Blindness; One Conversation at a TimeRemoving Barriers – Autonomous Vehicles E28Removing Barriers – Autonomous Vehicles E28 In this episode of "Changing the Perception of Blindness", host David Steinmetz is joined by guests Amanda Ventura from Waymo and Steve Tepper from the Arizona Center for the Blind and Visually Impaired. They explore the pressing issues of transportation accessibility and the empowerment of those with disabilities. Amanda […] The post Removing Barriers – Autonomous Vehicles E28 appeared first on Business RadioX ®.
2024-11-0535 min
Changing the Perception of BlindnessRemoving Barriers – Autonomous Vehicles E29Removing Barriers – Autonomous Vehicles E29 In this episode of “Changing the Perception of Blindness”, host David Steinmetz is joined by guests Amanda Ventura from Waymo and Steve Tepper from the Arizona Center for the Blind and Visually Impaired. They explore the pressing issues of transportation accessibility and the empowerment of those with disabilities. Amanda […]
The post Removing Barriers – Autonomous Vehicles E29 appeared first on Business RadioX ®.
2024-11-0500 min
Phoenix Business RadioRemoving Barriers – Autonomous Vehicles E28Removing Barriers – Autonomous Vehicles E28 In this episode of "Changing the Perception of Blindness", host David Steinmetz is joined by guests Amanda Ventura from Waymo and Steve Tepper from the Arizona Center for the Blind and Visually Impaired. They explore the pressing issues of transportation accessibility and the empowerment of those with disabilities. Amanda […] The post Removing Barriers – Autonomous Vehicles E28 appeared first on Business RadioX ®.
2024-11-0535 minPhoenix Business RadioRemoving Barriers – Autonomous Vehicles E29Removing Barriers – Autonomous Vehicles E29 In this episode of “Changing the Perception of Blindness”, host David Steinmetz is joined by guests Amanda Ventura from Waymo and Steve Tepper from the Arizona Center for the Blind and Visually Impaired. They explore the pressing issues of transportation accessibility and the empowerment of those with disabilities. Amanda […]
2024-11-0500 minPhoenix Business RadioRemoving Barriers – Autonomous Vehicles E28Removing Barriers – Autonomous Vehicles E28 In this episode of "Changing the Perception of Blindness", host David Steinmetz is joined by guests Amanda Ventura from Waymo and Steve Tepper from the Arizona Center for the Blind and Visually Impaired. They explore the pressing issues of transportation accessibility and the empowerment of those with disabilities. Amanda […] The post Removing Barriers – Autonomous Vehicles E28 appeared first on Business RadioX ®.
2024-11-0535 minThe Solutions ScoopAsset Owners Guide to Investment SolutionsAsset owners of all types are increasingly adopting Investment solutions and OCIO products and services, yet the industry lacks standards and norms. The Chestnut Solutions Institute has introduced a new framework designed to help all investment solutions stakeholders develop a mutual understanding of objectives and achieve optimal investor outcomes more easily.In this conversation, Chestnut Solutions Institute founders Ravi Venkataraman and Amanda Tepper introduce this framework and discuss: The breadth and depth of the current OCIO and solutions marketplace, explaining often-confusing industry definitions,An overview of the Institute’s proprietary fra...
2024-09-1931 min
Dakota Live! PodcastDakota Live! Podcast: Mastering OCIO Solutions: Insights from Chestnut Advisory GroupIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Amanda Tepper and Ravi Venkatraman, managing partners and co-founders of Chestnut Advisory Group.Chestnut Advisory Group and the Chestnut Solutions Institute specialize in providing strategic advisory services and investment solutions tailored to the needs of OCIOs (Outsourced Chief Investment Officers). They offer comprehensive support, including market insights, best practices, and customized strategies to enhance the effectiveness and performance of OCIOs in managing their clients' investment portfoliosAmanda and Ravi bring deep insights into the world of investment management and strategic...
2024-06-1250 min
Firing Line with Margaret HooverTwo conservatives debate the impact of Trump 2.0In a special Firing Line forum recorded before a student audience at Hofstra University, Margaret Hoover talks to conservatives Amanda Carpenter and Mike Gonzalez about the potential ramifications of another Donald Trump presidency.
Carpenter, a writer and editor for Protect Democracy, believes a second Trump term would be far more damaging than the first, citing the former president’s threats to punish his enemies and promises to reward his allies. She warns the institutional guardrails that constrained him in the past would be weakened or eliminated in a new administration.
Gonzalez, who contributed to the He...
2024-03-1657 min
The Starter ZoneThe Starter Zone Ep 1 S2Welcome to 2024 and a new season of the Starter Zone!On this episode we talk about Taylor Swift taking the King down a notch, Paula Abdul is suing a producer, an Olympian is dead and her husband has been arrested, a high school soccer coach was arrested for spending taxpayer money at a strip club, an NFL owner was fined for throwing a drink, we go over the weekend's Box Office and more!Come get comfy!Sources:Musichttps://variety.com/2023/music/news/taylor-swift-breaks-elvis-presley-record-no-1s-album-chart-1989-1235858950/
2024-01-0453 minThe Solutions ScoopEvaluating OCIOs - The Search Consultants' PerspectiveInvestors 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...
2023-07-2746 min
Incomplet Design HistorySequoyah & The Cherokee SyllabaryThere are not a lot of definitive details known about the life of Sequoyah and what information we do have is often conflicting, like was his anglicized name George Guess or George Gist? Did he possibly go by both? Sequoyah has been called an enigmatic figure and a genius because despite all unknowns about his life, what most historians can and do agree on is that he is the sole creator of the Cherokee Alphabet. The alphabet is more accurately called a syllabary, and Sequoyah is the only figure recorded in history to develop a written language all on...
2022-09-2929 min
Hamilton Today with Scott ThompsonConcerns over vaccinating kids, Plot thickens in Peng Shuai story, Has Neil Young retired from live shows? Adjustments made in the hockey world & The pandemic's status going into Christmas/New Year's gatheringsDr. Amanda Adams, has been fielding questions from worried patients about the COVID-19 vaccine, particularly around getting kids vaccinated and created Max The Vax, a nationwide campaign and multi-lingual website aimed at providing kids (5-11), their parents and caregivers with evidenced-based resources to make informed decisions about getting the vaccine. Tennis star Peng Shuai now denies ever having alleged that a party official with the Government of China sexually assaulted her. The social media messages that she originally posted disappeared some time ago, and for a while, Peng was absent from the public eye as well. Neil Young says...
2021-12-211h 14