The Sub-Advisory Institute is a private membership organization for buyers of sub-advisory services and manager research, selection & oversight executives representing mutual fund companies, OCIOs, insurance firms, retirement platforms, and other asset managers which out-source. Through expert-led panel discussions, presentations, guest speakers and live market research, each of our two annual events will bring together leading participants in the sub-advisory landscape to assess how the investment objectives of institutions are changing and how firms that offer sub-advised strategies can respond to these needs.
Thank you so much! There were a few presentations that will change the way I manage my portfolio! Best of all (was) the caliber of the attendees! The sharing of information was super!
2 annual private institute meetings
East Coast Sub-Advisory Roundtable; West Coast Sub-Advisory Roundtable; ad-hoc webcasts throughout the year.
Nominate experts from your firm as discussion leaders, panelists or presenters to share knowledge and provide insights to our members.
Live market research
Contribute the questions you want answered by your peers and receive electronic polling results through our events which can provide insights into how you are operating and designing your plan vis-à-vis the ways your peers are addressing those same issues. Also receive presentations and executive summaries after each event, providing you with important industry barometers.
Continue the conversation
Follow up with fellow attendees through post-conference outreaches and connections.
Emphasis on networking
Participate in small, tabletop discussions, making connections easier and growing your network of industry peers.
Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.
Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management
Jordan Wruble, Head of Manager Research, Brown Advisory
David Eisenberg, Managing Director - Pensions, Cambridge Associates
Andrew Corwin, AVP, Portfolio Construction & Research, Great-West Investments
Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation
York Lo, Head of Institutional and Product Development, John Hancock Investments
Harold Singleton, Head of Manager Selection, Lincoln Financial
Safia Mehta, Managing Director, Manager Analysis Services, LLC
Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar
Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments
Carleton Muench, Vice President, Investment Oversight, Pacific Life
Rick Babich, Head of Manager Research, PGIM
Stephen Beinhacker, Managing Director of Manager Research, SEI Investments
Jana Holt, Global Director, Sustainable Investing Solutions, SEI Investments
Gregory Trinks, Head of Manager Research, UBS Wealth Management
Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute
Acadian Asset Management
AXA Investment Managers
LSV Asset Management
Pictet Asset Management
PGIM Quantitative Solutions
Sands Capital Management
State Street Global Advisors
UBS Asset Management
This is the third year I have enjoyed this roundtable. Gets better and better in terms of attendees, speakers, discussions etc.
Outstanding job! Conference was helpful, met new people and the app was great.