Central Sub-Advisory Roundtable 2022

Oct 26th - Oct 27th 2022
Waldorf Astoria
Chicago, IL
Once in a Lifetime - Harvesting the Thematic Opportunities in the Wind of Change

Thematic investing is emphasized by its focus on the long-term trajectory and structural implications of certain ideas, and for a world that seems to be constantly in flux and experiencing upheavals, the need to capture these larger-than-life themes is becoming pivotal for gatekeepers everywhere. From artificial intelligence, automation, and big data to clean technology and climate action to healthcare innovations, certain themes are enamored with what is yet to come. Yet many themes also rely on capturing the sentiments surrounding the turbulent present, embedded into various industries and markets in anticipation of certain macro shifts in policy or substance.

Our inaugural Central Sub-Advisory Roundtable will feature gatekeepers in the sub-advisory community to discuss their thoughts and predictions for both the mundane and the grandiose, and their implications for how they are reworking, or not reworking, their investment philosophies and allocations – hear from your peers on their action plans, and make the decision for yourself.


Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.


2022 Advisory Board

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

Zoe Brunson, Senior Vice President -  Investment Strategies, AssetMark, Inc.

Joseph Curtin, Managing Director, Head of Portfolio Management, Bank of America

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

Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management

David Eisenberg, Independent Consultant

Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Portfolio Manager, Equitable Investment Management Group LLC

Jonathan Kreider, Senior Vice President, Head of Great-West Investments, Great-West Investments

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

Rajat Jain, Director, Portfolio Management, Head of Equities Strategies, iM Global Partner

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

Casey Wamsley, Principal, Senior Investment Consultant, Mercer

Andrea Anastasio, Head of Investment Management Solutions, MassMutual

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

Paul Ricciardelli, Head of Portfolio Solutions, Morgan Stanley

Matthew Brenner, Managing Vice President, Investments, MissionSquare

Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments

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

Carleton Muench, Vice President Investment Oversight, Pacific Life

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

Stephen Beinhacker, Managing Director of Manager Research, SEI Investments

Gregory Trinks, Head of Exchanged Traded Products, Managing Director, UBS  Wealth Management

Gregory Maddox, Managing Director, Head of Agile Product Management, Wells Fargo Investment Institute

Carrie Peluso, Head of Manager ResearchState Street Global Advisors 

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.

Become a Member


For more information, please contact:

Cynthia Huynh

Director, Investor Relations
+1 212 224 3688

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