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.
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
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
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.