Small Group Discussion - Outsourced CIO

Presented by:  Nikki Kraus, CFA - Managing Director, Global Head of Client Development, Strategic Investment Group

Please REGISTER to save your spot!

Nikki oversees the building of client relationships and drives the firm’s marketing strategy. She has more than two decades of experience in the OCIO industry, having most recently served as Director of Institutional Business at Hirtle, Callaghan & Co., where she attracted and serviced a broad range of clients.  Before that she held various positions at SEI Investments Company working with OCIO clients.  She has extensive experience advising investment committees, to whom she is often asked to provide insights on best practices and governance.  She has also actively collaborated with the National Association of College and University Business Officers (NACUBO) for nearly a decade, including serving as a speaker at multiple NACUBO events.  Nikki is the co-author of Endowment Management for Higher Education, a publication released by the Association of Governing Boards of Universities and Colleges (AGB) in June 2017.

Nikki holds a B.A. in English and Computer Applications from the University of Notre Dame. She is a CFA charterholder and a member of the CFA Society of Philadelphia.

About Strategic Investment Group

Strategic Investment Group, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive platform for managing customized portfolios for institutional investors. Our firm’s expertise encompasses a broad range of portfolio management from investment policy design and implementation and rigorous risk analysis to back office tax and audit support. Strategic partners with clients to provide sophisticated, customized investment solutions, traditionally only available to multi-billion dollar investors. Our mission has always been to provide the same type of comprehensive customized fiduciary investment solutions to organizations that do not choose to, or do not have the ability to build this capability internally. Strategic functions as our clients’ investment office and co-fiduciary, becoming an effective extension of their resources. Clients are free to focus on their core missions while we focus on providing the highly specialized portfolio management needed to meet investment goals.