CEO Charlie Georgalas to attend IMI OCIO Solutions Summit
New York, NY, June 1, 2018 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that CEO Charlie Georgalas will be joining a panel at the IMI OCIO Solutions Summit. The summit has been organized by the Investment Management Institute and will be held on June 13th, 2018, at the Stamford Hilton Hotel, Stamford, CT. The summit will be attended by professionals involved in the pension, endowment, foundation, hospital plan, and investment consulting sectors.
The Summit will be focused on Outsourced Chief Investment Officer services. Mr. Georgalas’ panel is entitled “Avoiding Conflicts of Interest.” There are a multitude of conflicts that institutional investors should fully explore before selecting their OCIO provider. The OCIO selection process can be overwhelming, but asking the right questions can help to avoid these conflicts to find the best fit for your organization. On the panel will be Amanda Temper, CEO of Chestnut Advisory Group, and Sidney Wigfall, JD/Esq Founding-Managing Partner of SCA Compliance + Consulting Group (LLC).
About Colonial Consulting, LLC
Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With the firm’s experience, expertise, and in-depth research, Colonial Consulting provides valuable investment advice and full service consulting to help its clients meet their financial objectives. The firm has always focused on non-profits and approximately 90% of client assets are held by endowments or foundations. As a result, the firm is structured to specifically work with the requirements and challenges of these institutions. Colonial Consulting’s efforts are focused on a number of areas and are driven by the deeply rooted philosophy that the firm exists to serve clients and that their success defines its own.
About Investment Management Institute
Investment Management Institute (IMI) is a leading education and research organization servicing institutional investors and wealthy families internationally. Established in Greenwich, Connecticut, in 1981, IMI has developed an extensive network of over 25,000 institutional investor relationships.
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