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East Coast Sub-Advisory Roundtable 2022

May 3rd - May 4th 2022
The Ritz-Carlton
Boston, MA
Going Against the Tide - Contrarian and Differentiated Ideas to Consider for Gatekeepers

Prevailing ideas have dominated certain topics in the past few years, such as over the market cycle, inflation, the broader macroeconomic environment, investable themes, attractive markets, asset classes, and views on incorporating sustainability. With that in mind and kicking off the Sub-Advisory Institute’s 2022 calendar of live events, our East Coast Roundtable asks attendees and speakers to put aside consensus-building for the time-being and bring forth fresh contrarian ideas for the industry to contemplate.

Join us in Boston on May 3 and 4 to hear from fellow gatekeepers and industry experts as they put on their contrarian hats to potentially go against popularly accepted concepts, and discover potential opportunities in going against the grain through the various hidden gems that have yet to been tapped.


Coming Soon. 

View the 2021 Agenda 




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.


The Ritz-Carlton

10 Avery Steet
Boston, Massachusetts 02111 United States
+ 1 617 574 7100

Enviably located across from Boston Common, The Ritz-Carlton, Boston offers modern urban luxury in historic downtown Boston, MA. Expansive views and sleek styling dominate the 193 renovated hotel rooms and suites, while fully updated meeting space welcomes business conferences and social events with ease. Other hotel features include Avery Bar, with its signature martinis and mid-century glamour, and the adjoining Equinox Sports Club.


For more information, please contact:

Cynthia Huynh

Director, Investor Relations
+1 212 224 3688

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