Sub-Advisory Institute

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. 

2024 Advisory Board

Zoe Brunson, Chief Investment Strategist, AssetMark

Anna Snider, Head of Investment Selection, Chief Investment Office, Bank of America, Global Wealth and Investment Management

Joseph Curtin, Managing Director, Head of Portfolio Management, Chief Investment Office, Bank of America, Global Wealth and Investment Management

Christopher Vella, Chief Investment Officer, BNY Mellon Advisors

Jordan Wruble, Head of Investment Solutions Group, Portfolio Manager, Brown Advisory

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

Michael Iachini, Vice President & Managing Director, Head of Manager Research, Charles Schwab

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

Salimah Shamji, Vice President, Head of Investment Product Management, Corebridge Financial (Formerly AIG)

Brian Arsenault, Chief Market Strategist, Disciplina Group

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

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

Adela Ghinet, Managing Director, Harbor Capital Advisors

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

York Lo, Head of Alternative Product and LLCs, John Hancock Investment Management

Maria Ma, Managing Director, Head of Fixed Income & Int'l Equity Manager Research, Lincoln Financial Group

Wale Adedokun, Head of Manager Research, MassMutual

Casey Wamsley, Principal, Senior Investment Consultant, Mercer

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

Dan McNeela, Head of Subadviser Selection, Senior Portfolio Manager, Morningstar

Peter Di Teresa, Head of Manager Selection, Morningstar

Mark Hackett, Chief of Investment Research, Nationwide Financial

Tom Rhee, Senior Director/CVP, New York Life

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

Jordan Fettman, Head of Manager Research, Portfolio Manager, Assistant Vice President, Pacific Life

Paul Mazzacano, Global Head of Manager Research, PineBridge Investments

Scott Lavelle, Managing Director, Head of Manager Research and Investment Product Management, PNC Bank

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

Rick Babich, Vice President, Head of Manager Research, PGIM

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

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

Sean Curry, Vice President, Manager Research and Oversight, State Street Global Advisors

Brad Watterson, Director of Investment Research, Touchstone Investments

Ric Mayfield, Managing Director, Truist Bank

Matt Piro, Principal, Vanguard

Lanyon Blair, Senior Vice President, Head of Manager Research & Selection, Voya Investment Management

Kevin Sullivan, Co-head Global Manager Research 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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