East Coast Sub-Advisory Roundtable 2022

May 3rd - May 4th 2022
The Ritz-Carlton
Boston, MA

The Sub-Advisory Institute’s kick-off in-person conference of 2022 will coincide with the culmination of various upheavals and news events from the past two years. Before the pandemic and its aftermaths, the markets, and by extension the asset management industry, have been settling into many comfortable and widely accepted trends, models, assumptions, and predictions. Yet as we all know, the only constant is change, and the events of the past two years have thrown more than just a proverbial wrench into the equation. A combination of issues like inflation, rising rates, supply chain bottlenecks, geopolitical uncertainties, climate change, the rise of digital assets, and much more has contributed to a shift towards new thinking and solutions, and an reevaluation of prior expectations.

Join us in Boston on May 3 and 4 to hear from fellow gatekeepers and industry experts as we discuss and mull over these disruptions, and debate over how the asset management and sub-advisory industry should react and adapt.


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.


Become a Member

2022 Advisory Board

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, AXA Equitable Funds 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 AmericaRussell Investments

Stephen Beinhacker, Managing Director of Manager Research, SEI 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 ResearchState Street Global Advisors 

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.


For more information, please contact:

Cynthia Huynh

Director, Investor Relations
+1 212 224 3688

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