Delivering Complex Client Outcomes at Scale: Advisory & OCIO Operating Models for the Future

Presented by: Alpha FMC + Jacobi

Host: Jessica Tull - Senior Partner Alpha FMC
Panelists: Jeremy Hunt - Senior Partner Alpha FMC, Fernando Sanchez - Director Alpha FMC, Curtis Evans - Director EMEA Jacobi.

Join us for an exclusive breakfast roundtable exploring how OCIO and advisory firms can deliver complex client needs at scale. We’ll discuss how organizations are rethinking operating models, governance, talent, and technology to meet evolving client objectives. The session will cover best practices for managing multi-asset portfolios - public and private, internally and externally managed - while enhancing transparency and deepening client engagement. 

This event is for professionals from buy-side investment organisations only, as well as partner firms of Jacobi.

Event Details

Date: Wednesday December 10, 2025

Time: 8:15AM - 10:30AM

Registrations and breakfast from 8:15AM for a 9:00AM start.

Event networking following the event.

Location: The Happenstance - 10 Paternoster Square, London EC4M 7DX

*Limited places available, secure your spot today!