Sub-Advisory Institute

East Coast Sub-Advisory Roundtable 2023

May 9th - May 10th 2023
The Langham Boston
Boston, MA
(Re)Emerging Themes, Markets, Asset Classes, Strategies, Managers, Quandaries and Solutions in 2023

After a tumultuous year for the markets and the asset management industry overall, quite a few assumptions and trends that we dwelled on 2022 have already seen some fundamental shifts. Even just looking at our conference agendas from last year will yield a few topics that require updating and reevaluating. In these tumultuous times, new ideas rise as quickly as older ones come back in vogue. Our 2023 Boston Roundtable will gather the top sub-advisory gatekeepers and heads of manager due diligence and research on a top-to-bottom discussion on all the emerging, and reemerging, investment topics most relevant to them. 

From emerging and reemerging markets to contrarian takes on international investing propositions, from renewed looks at allocation strategies in this high-inflation, high-rates environment to the age-old value vs. growth debate, from analyzing new and old thematic investment strategies to where ESG and sustainable investing go forward in America, and from pushing the frontiers on investment ideas to how allocators can utilize next gen technologies in their manager research processes - join our Boston Roundtable on May 9 and 10 and discuss, debate, and network with peers to chart the tumultuous yet exciting path forward.

2023 Advisory Board

Salimah Shamji, Vice President, Head of Investment Product and Management, AIG SunAmerica

Matt Peden, Director of Investments, American Beacon 

Zoe Brunson, Chief Investment Strategist, AssetMark, Inc.

Joe Curtin, Managing Director, Head of CIO Portfolio Management, Bank of America Merrill Lynch

Anna Snider, Head of Due Diligence, CIO Office, Bank of America Merrill Lynch

Jordan Wruble, Head of Manager Research, Brown Advisory

Anton Gringut, Director Head of Equity Manager Research, Global Manager Research Group, Citi Global Wealth

Michael Iachini, Managing Director, Head of Manager Research, Charles Schwab

Andrew King, Director, Head of Investment Manager Research, Charles Schwab 

Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Equitable

Andrew Corwin, Assistant Vice President, Portfolio Construction & Research, Empower Investments

David Spika, President and Chief Investment Officer, GuideStone Capital Management

Adela Ghinet, Managing Director, Harbor Capital Advisors

William Harding, Senior Vice President, Chief Investment Officer, Jackson National Asset Management

York Lo, Head of Institutional and Product Development, John Hancock Investments

Maria Ma, Head of Fixed Income & International Equity Manager Selection, Lincoln Financial

Wale Adedokun, Head of Manager Selection, MassMutual Funds

Casey Wamsley, Principal, Senior Investment Consultant, Mercer 

Matthew Brenner, Managing Vice President, Investments and Investment Product Management, MissionSquare

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar

Mark Hackett, Chief of Investment Research, Nationwide

Tom Rhee, Director, New York Life Insurance Company

Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments

Paul Mikelson, Vice President, Product and Administration, Northwestern Mutual

Ryan Kinkade, Director, Manager Alpha Research & Selection, Principal Asset Management

Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments

Stephen Beinhacker, Head of Strategic Planning & Stewardship, SEI Investments 

Carrie Peluso, Managing Director, Head of Manager Research, State Street Global Advisors

Lanyon Blair, Senior Vice President - Head of Manager Research, Voya 

Kevin Sullivan, Co-Head Global Global Manager Group, 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.


For more information, please contact:

Serena Liegey 

Deputy Director, Investor Relations
+1 917 658 2836

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