In this episode of Rosemont Roundtable, Chas Burkhart sits down with Nikki Kraus, CEO of Strategic Investment Group, a leading $31B pure-play outsourced chief investment officer (OCIO) for endowments, foundations, and other institutions. With over three decades of experience advising investment committees, Nikki shares her perspective on the evolution of the OCIO model, the sustaining principles that drive Strategic’s success, the company’s client centricity, its culture and organizational approach, and its ownership architecture.
Chas and Nikki explore the evolution of the OCIO industry and Strategic’s place in it, and how Strategic’s team-based, high-touch approach sets it apart. Nikki offers candid insights into Strategic’s commitment to measured growth, strong governance, and a deeply collaborative culture—where every basis point counts and every client matters.
Listeners will also hear some of the details of Strategic’s successful ownership model, internal equity structure, and operational philosophy.
Whether you are an institutional investor, current or prospective OCIO client, or simply curious about Strategic or the OCIO/solutions landscape in general, this conversation offers valuable insights from one of the industry’s leading voices.
Transcript available for download here.