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An Overview of the Outsourced-CIO Trend

Posted: May 1, 2019 at 9:54 pm   /   by   /   comments (0)

Jim Scheinberg, Managing Partner and Chief Investment Officer at North Pier Search Consulting, a Los Angeles-based firm offering specialty consulting, search and evaluations services to fiduciaries of all types joins Enterprise Radio.

Listen to host Eric Dye & guest Jim Scheinberg discuss the following:

  1. What is an outsourced chief investment officer, and what is their role within a business organization?
  2. The OCIO model has been gaining popularity in recent years. What’s causing this trend?
  3. What factors should board members and investment committees consider when selecting an OCIO?
  4. Where can business organizations find help in selecting an OCIO?
  5. What type of growth and changes do you foresee in the OCIO space over the next five years?

Born and raised in the North Suburbs of Chicago, Jim Scheinberg came to Southern California in 1987 to pursue his B.A. in Political Science at University of California, Los Angeles. He achieved the Certified Investment Management Analyst (CIMA®) designation in 2001 from The Investment Management Consultants Association (IMCA®) in conjunction with the Wharton School of Business of the University of Pennsylvania. He is a quoted resource to journalists, a regular guest expert on a syndicated radio and a regular speaker at industry conferences. Jim also regularly serves as a consulting expert for U.S. government regulatory agencies and as an expert witness for Federal ERISA litigation.

Jim Scheinberg began his career in venture capital in 1990 moving to general securities with Smith Barney Harris Upham in 1992. He joined Oppenheimer & Co., Inc. in 1994 as an Associate in the Oppenheimer Consulting Group, the firm’s institutional investment management consulting department, where he worked with sponsors of trustee-directed plans and other institutional clients. In 2001, Jimfounded what would become the Corporate Services Group of Oppenheimer Co., Inc. (CSG), where he eventually held the position of Director and Senior Vice President. CSG was an industry pioneer in providing conflict free, fee-only investment consulting and fiduciary advocacy for institutional, participant-directed plan sponsors. In 2008, Jim and CSG Partner Brant Griffin founded North Pier Fiduciary Management LLC.

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