OCIO Search Consultant Secrets: Ditch the RFP
How Leita’s structured DDQ process helps fiduciaries evaluate OCIOs more effectively — prioritizing alignment, transparency, and long-term fit.
Chief Investment Officer: Anna Dunn Tabke on the New Tax Landscape for Endowments
Leita was featured in Chief Investment Officer discussing how new federal tax rules and liquidity pressures could push more universities toward the OCIO model.
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FundFire: Anna Dunn Tabke on the Cresset Monticello Merger
Cresset’s merger with Monticello is the latest in a wave of OCIO and investment consulting firm consolidation. Read Anna Dunn Tabke’s perspective in FundFire.
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Your OCIO Got Acquired? Next Steps for Fiduciaries
Cresset’s combination with Monticello is the latest in a wave of consolidation among OCIO and consulting firms. For fiduciaries, these changes raise important governance questions. What should Investment Committees do when their OCIO is acquired?
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Why the OCIO Search Process Needs a Partnership-Centered Refresh
Why do some OCIO partnerships last while others falter? We explore what really drives long-term value, and why fit matters as much as performance.
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OCIO RFP Secrets: An Investment Committee Guide to the Search Process
OCIO assets are expected to reach $4.2 trillion by 2028. Learn the secrets of a great OCIO RFP – and when you might not need one.
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FundFire: Anna Dunn Tabke on Why $1B+ Nonprofits Are Rethinking the OCIO Model
Anna Dunn Tabke, founder of Leita Advisory, was featured in FundFire’s latest article on the evolving dynamics of OCIO adoption among large nonprofit institutions.
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FinNews: Anna Dunn Tabke Launches OCIO Search Consultant
When Anna Dunn Tabke launched Leita Advisory, FinNews highlighted the firm’s independent, clarity-driven approach to OCIO search and governance consulting.
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A New Voice for Fiduciary Insights
We’re launching a new space to share insights, guidance, and governance strategies for fiduciaries navigating the complexities of institutional investing.