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

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

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 




2021 Advisory Board

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

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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