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 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.
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 America, Russell Investments
Gregory Trinks, Head of Manager Research, UBS Wealth Management
Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute
Carrie Peluso, Head of Manager Research, State Street Global Advisors
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.