My consulting clients say:

• "He stands shoulder - to - shoulder with us"
• "Russell has street cred"
• "An industry insider - on our side"
• "He's been in our shoes and we trust him"
  
• "Addresses our most difficult questions frankly & directly"
• "Provocative"
• “An iconoclast; offers opinions that you haven’t heard before”
• "Asks questions that go deeper"
• "Honest, no BS insights"
• "Intelligent common sense"
• "An authority"
• "Impressive listening skills"
• "Experienced facilitator with hands - on leadership experience in investments" 

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Contents
What is an OCIO?      
Why Do We Have an OCIO? 
The Challenge of Oversight  
Meeting the OCIO     
The Essential Questions to Ask Any OCIO   
Secrets of Investment Performance Reporting       
More Secrets of Investment Performance Reporting         
What Sorts of Risk Does the Board Need to Worry About?           
What Could Possibly Go Wrong?     
What’s the Deal?      
What They Should Offer—People    
What They Should Offer—Investment Philosophy &  Process       
What They Should Offer—Client Service     
The Secrets of Fees   
OCIO Firms Need to be Prepared for the SEC
They Promise To Do Their Best        
Why Don’t We Do This Ourselves?  
Finding a Better OCIO           
Zooming in on the Future of OCIO   
How Smart Leaders Govern Top Investment Programs      
We’re Done; Someone Else is Looking After It        
ABOUT THE AUTHOR

I help those who are responsible for overseeing large portfolios
to achieve their investment goals
by having the best OCIO partner
Outsourced Chief Investment Officer

702 - 816 -8430

I help asset managers
to meet their goals because I believe that clients need many sustainably successful active
asset management firms
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