East Coast Sub-Advisory Roundtable

May 9th - May 10th 2023
The Langham Boston
Boston, MA
2022 Advisory Board

2023 Advisory Board to be announced.

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:

Serena Liegey 

Deputy Director, Investor Relations
+1 917 658 2836 

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