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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 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.




2021 Advisory Board

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

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.


Waldorf Astoria

11 E Walton St, 
Chicago, Illinois 60611 United States
+ 1 312 646 1300

Located in Chicago's Gold Coast, Waldorf Astoria Chicago is a luxury hotel with spacious rooms and suites, exclusive event spaces and a Waldorf Astoria Spa.


For more information, please contact:

Cynthia Huynh

Director, Investor Relations
+1 212 224 3688

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