Institutional Investor’s Sub-Advisory Institute will present a virtual forum convening several of North America’s top manager research and due diligence executives for a thought-provoking discussion about relationship-building and research agendas in the current environment. We’ll hear from top gatekeepers about how they’ve coped with surging volatility, a homebound workforce, and other operational and investment issues. What were their biggest lessons learned during the coronavirus pandemic, and how will that shape their approach going forward?
Which strategies surprised you the most, and how are your views on asset allocation evolving?
How are communications with advisors and end clients being crafted to ensure consistent and concise messaging?
What do you want to hear from your managers, and how often to you want to hear from them?
Are you initiating new research agendas, or postponing them?
How has your outlook on the industry’s business model changed with regards the boutique, mid-sized, and larger institution?
Andrew Prewitt, Managing Director, Harbor Capital Advisors
Anna Supera-Kuc, Lead Portfolio Manager, International Equities, Edward Jones
Brian Murdock, Chief Executive Officer, Strategic Investment Group
Casey Wamsley, Principal and Senior Investment Consultant, Mercer
Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments
Erin Garrett, Portfolio Manager, SEI
Gino Reina, Principal, SECOR Asset Management
Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute
Halvard Kvaale, Head of Manager Research and Selection, Voya Investment Management
Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management
Jonathan Kreider, Vice President, Investment Products, Great West Life
Jordan Wruble, Head of Manager Research, Brown Advisory
Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation
Paul Mazzacano, Managing Director, Head of Manager Research, PineBridge Investments
Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management
Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar
Rick Babich, Head of Manager Research, PGIM
Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments
Salimah Shamji, Vice President, AIG SunAmerica
Sandra Ackermann-Schaufler, Principal, Portfolio Strategist, Meketa Investment Group
Stephanie Kueppers, Director, Sub-Adviser Oversight, Jackson National Asset Management
Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC
Tom Rhee, Director, New York Life Insurance Company
York Lo, Head of Institutional and Product Development, John Hancock Investments
Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.
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.