Sub-Advisory Institute

Who Wins, Who Loses? Asset Allocation Trends for Gatekeepers in 2022 and Beyond

Feb 23rd 2022
12:00 - 1:00 PM EST
Webcast
About

Two turbulent years have passed since COVID first disrupted the world, everyone, including the asset managers and gatekeepers in our industry, have radically altered everything from their work environments to their daily life cadences, yet the markets overall have been largely stable and growing throughout. Robust government support and a relatively strong recovery compared with the long, grueling journey after the 2008 financial crisis have created a buttress for the global economy and markets everywhere.

Yet 2022 is seeing additional turbulence, from new variants threatening the road to recovery, the renewed focus on inflation, hawkish central bank policy turns, to the maturing of investment themes like ESG and sustainability. Gatekeepers everywhere are adjusting their allocation and expectation in light of this confluence of events. Join our Winter Webcast to hear from peers and experts on their plans with regards to asset allocation in 2022 and beyond, hear from some of the most experienced members of the industry tackle the challenges of navigating this year, and bring forth your own ideas in interactive discussion groups with industry peers. We hope to see you soon!

View the Full Agenda 

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, Managing Director - Pensions, Cambridge Associates

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

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

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.

Contact

For more information, please contact:

Cynthia Huynh

Director, Investor Relations
+1 212 224 3688
cynthia.huynh@institutionalinvestor.com

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