Insightful, relevant and straight forward.
Matthew Babcock, AVP, Investments, Pacific Life Fund Advisors
David Baeckelandt, Senior Investment Director, Cambridge Associates LLC
Peter Di Teresa, Head of Manager Selection, Morningstar Research Services LLC
Robert Balkema, Senior Portfolio Manager, Multi-Asset Solutions, Russell Investments
Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management
Paul Mikelson, Vice President, Sudadvised Strategies, Columbia Threadneedle Investments
Jordan Wruble, Head of Manager Research, Brown Advisory
Alwi Chan, CFA, Deputy Chief Investment Officer, Senior Vice President, AXA Equitable Funds Management Group, LLC
Tom Rhee, Director, New York Life Insurance Company
Halvard Kvaale, Head of Manager Research & Selection, Voya Investment Management
Greg Maddox, Managing Director and Head of Global Manager Research, Wells Fargo Investment Institute
Zoë Brunson, CFA, Senior Vice President, Investment Strategies, AssetMark, Inc.
Josh Emanuel, Chief Investment Officer, Wilshire Associates
Paul Mazzacano, Senior Vice President, Head of Manager Research, PineBridge Investments
Andrew Prewitt, Managing Director, Investment Portfolio Management, Harbor Capital Advisors, Inc.
Nancy Peretz Sheft, Managing Director, Head of External Manager Solutions, Bessemer Trust
Christopher E. Vella, Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management
Jonathan Kreider, Vice President, Great-West Financial Investment Products, Great West Life
Jasmine Yu, Head of Global Manager Research, BNY Mellon Wealth Management
Tracy Pike, Head of Sub-Advisor Oversight, Charles Schwab Investment Management
York Lo, Product Development Director, Senior Investment Analyst, John Hancock Investments
Gretchen Tai, Partner, SECOR Asset Management
Rick Babich, Vice President, Director of Manager Research, Strategic Investment Research Group
Sandra Ackermann-Schaufler, Head of International and Emerging Markets Equity & Senior Portfolio Manager, SEI Investments
Salimah Shamji, Vice President, Investment Product Management, AIG SunAmerica
Tim Murphy, Vice President, Portfolio Manager, Envestnet PMC
Superbly well organized, liked the pre-seating and mixing it up. Also small discussions and Q&A were nice features.
4375 Admiralty Way
Marina del Rey, CA 90292
+1 (310) 823-1700
There are certain elements that attract visitors to Southern California: beautiful beaches, incredible cuisine and an attitude that acts as a gentle reminder to slow down and enjoy the present. Guests of The Ritz-Carlton, Marina del Rey are invited to experience SoCal living with the hotel’s collection of amenities, including LA’s only waterfront saltwater pool, farm-to-table dining, a luxury spa and accommodations overlooking the marina or city.
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:
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640