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.
Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.
Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management
Jordan Wruble, Head of Manager Research, Brown Advisory
David Eisenberg, Managing Director - Pensions, Cambridge Associates
Andrew Corwin, AVP, Portfolio Construction and Research, Great-West Investments
Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation
York Lo, Head of Institutional and Product Development, John Hancock Investments
Harold Singleton, Head of Manager Selection, Lincoln Financial
Safia Mehta, Managing Director, Manager Analysis Services, LLC
Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar
Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments
Carleton Muench, Vice President, Investment Oversight, Pacific Life
Rick Babich, Head of Manager Research, PGIM
Stephen Beinhacker, Managing Director of Manager Research, SEI Investments
Jana Holt, Global Director, Sustainable Investing Solutions, SEI Investments
Gregory Trinks, Head of Manager Research, UBS Wealth Management
Gregory Maddox, Managing Director, Head of Global Manager Research, 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.
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