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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.

Thought leadership

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.

2021 Advisory Board

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
Fisher Investments
Insight Investment

LSV Asset Management
Ninety One
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.


For more information, please contact:

Cynthia Huynh

Investor Relations Director

Supporting members, please contact:

Kandeel Zulfiqar

Client Services Manager