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 Street
• How OCIO fits in a continuum of client solutions and market segments
• Investment 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.

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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.