19th Annual East Coast Sub-Advisory Roundtable

Apr 30th - May 1st 2024
The Langham Boston
Boston, MA
The World Is In Turmoil, Here's How to Thrive:

Well, maybe that’s a bit of an exaggeration. We arguably live in the most peaceful and prosperous times in human history, yet the unrelenting modern-day news and social media cycles continue their march no matter what. And at the end of the day, these news cycles greatly impact the markets, and by extension, the asset management industry. 


Another year thus means another battle plan for the potential obstacles, disturbances, and opportunities that lay waiting for gatekeepers in the industry. Shifting the macroeconomic headwinds and tailwinds might be out of your hands, but there are plenty of investment trends and strategies to tackle in order to bolster and optimize your asset allocation and risk management. 


Join the Sub-Advisory Institute’s 19th Annual East Coast Roundtable for discussions and debates with your industry peers on the tumultuous, clamorous, and perhaps even exciting year ahead. 

2023 Advisory Board

Salimah Shamji, Vice President, Head of Investment Product and Management, AIG SunAmerica

Matt Peden, Director of Investments, American Beacon 

Zoe Brunson, Chief Investment Strategist, AssetMark, Inc.

Joe Curtin, Managing Director, Head of CIO Portfolio Management, Bank of America Merrill Lynch

Anna Snider, Head of Due Diligence, CIO Office, Bank of America Merrill Lynch

Jordan Wruble, Head of Manager Research, Brown Advisory

Anton Gringut, Director Head of Equity Manager Research, Global Manager Research Group, Citi Global Wealth

Michael Iachini, Managing Director, Head of Manager Research, Charles Schwab

Andrew King, Director, Head of Investment Manager Research, Charles Schwab 

Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Equitable

Andrew Corwin, Assistant Vice President, Portfolio Construction & Research, Empower Investments

David Spika, President and Chief Investment Officer, GuideStone Capital Management

Adela Ghinet, Managing Director, Harbor Capital Advisors

William Harding, Senior Vice President, Chief Investment Officer, Jackson National Asset Management

York Lo, Head of Institutional and Product Development, John Hancock Investments

Maria Ma, Head of Fixed Income & International Equity Manager Selection, Lincoln Financial

Wale Adedokun, Head of Manager Selection, MassMutual Funds

Casey Wamsley, Principal, Senior Investment Consultant, Mercer 

Matthew Brenner, Managing Vice President, Investments and Investment Product Management, MissionSquare

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar

Mark Hackett, Chief of Investment Research, Nationwide

Tom Rhee, Director, New York Life Insurance Company

Christopher Vella, Chief Investment Officer, BNY Mellon

Kelly Finegan, Head of Multi-Manager Solutions, Northern Trust

Paul Mikelson, Vice President, Product and Administration, Northwestern Mutual

Paul Mazzacano, Managing Director, Head of Manager Research, PineBridge Investments

Ryan Kinkade, Director, Manager Alpha Research & Selection, Principal Asset Management

Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments

Stephen Beinhacker, Head of Strategic Planning & Stewardship, SEI Investments 

Carrie Peluso, Managing Director, Head of Manager Research, State Street Global Advisors

Lanyon Blair, Senior Vice President - Head of Manager Research, Voya 

Kevin Sullivan, Co-Head Global Global Manager Group, Wells Fargo Investment Institute

About the sub-advisory institute

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.


For more information, please contact:

Cynthia Huynh

Executive Director, Head of Investor Relations Wealth Management
+1 301 803 8510

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