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.
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.
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.