About these summaries
Octagon has summarized 6 episodes of The Solutions Scoop published between Jan 29, 2026 and Aug 28, 2026. The companies discussed most often are Chestnut Advisory Group, Chestnut Solutions Institute and Investment Solutions Institute. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned companies
- Chestnut Advisory Group 4
- Chestnut Solutions Institute 2
- Investment Solutions Institute 2
Episodes
- Meet the Third Party Evaluators: Uma Kolluri - Curcio Webb
The conversation centers on how OCIO search and evaluation has evolved from a niche alternative to a crowded, highly competitive market.
- Meet the OCIOs: Alison Davis - Makena Capital
Alison Davis described Makena Capital as an OCIO specialist built from the former Stanford endowment team, with a model that extends beyond full discretionary portfolio…
- S2 E9: Josh White - J.P. Morgan
Josh White describes how his path from a small town in Upstate New York and an actuarial consulting career led him into OCIO and then to his current role as client CIO for J.P…
- Meet the OCIOs - Sona Menon from Morgan Stanley Wealth Management
Sona Menon said Morgan Stanley Wealth Management’s OCIO business is built around three client segments: retirement, endowments and foundations, and ultra high net worth, with…
- Meet the OCIOs - Anne Marie Schultz from Mercer
The discussion centers on how Mercer thinks about solutions and OCIO as part of a continuum, not a single product category.
- Meet the OCIOs - Dan Farley from State Street Investment Management
State Street Investment Management’s solutions business is framed as a broad, multi-asset platform that has been operating for decades, even if the “investment solutions group”…
The Solutions Scoop, its episodes and artwork belong to Investment Solutions Institute. Octagon is not affiliated with the show; these pages are independent summaries.
