Sorry, you need to enable JavaScript to visit this website.

Lessons Learned: The Gatekeeper Perspective

Jul 14th 2020
12:30 PM - 1:30 PM EST

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?

Watch the Zoom Recording

Discussion Topics

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?


Advisory Board

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 ResearchPineBridge 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.

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

Deputy Director, Investor Relations
+1 212 224 3688

Related Events

September 22-23, 2020

Sub-Advisory Institute Fall Virtual Series Part 1

Virtual Conference

Learn more

October 6-7, 2020

Sub-Advisory Institute Fall Virtual Series Part 2

Virtual Conference

Learn more