Anna Dunn Tabke, Founder and Principal of OCIO search firm Leita Advisory, was featured on The Mack Podcast: A Family Office Podcast hosted by Brian Adams. Ms. Tabke was joined by a panel of experts including Ben Daly, Partner and Senior Investment Advisor at Ballantine Partners, an independent multifamily office based in Waltham, MA, Karen Harding, Partner at NEPC, a large investment consulting firm, and Fabian Barrows, CEO of a large Brazilian family office.
The conversation explored how institutions and family offices are reassessing investment governance, operational complexity, and the “buy versus build” decision in a post-COVID environment, with increasing attention to private investments, customized service solutions, and portfolio construction.
Key insights shared by Anna Dunn Tabke:
– As pensions close and competition intensifies across endowments and foundations, OCIO growth is shifting toward family offices, which elevates the importance of customizing governance structure and delegated authority to define the right fit.
– Delegated authority in an OCIO relationship is not about giving up control; rather, it’s about structuring governance in a way that builds trust and allows for stronger alignment, thoughtful decision making, and execution efficiency over time.
– Questions every institutional investor should ask before engaging an OCIO: What problem are we solving and where does customization truly add value rather than complexity?
The conversation explored how family offices are reassessing investment governance, operational complexity, and the “buy versus build” decision in a post-COVID environment, with increasing attention to private investments and tax-aware portfolio construction.
Listen to the full podcast episode here.
