Sub-Advisory Institute

Central Sub-Advisory Roundtable 2023

Oct 10th - Oct 11th 2023
Waldorf Astoria
Chicago, IL

Our second annual Sub-Advisory Roundtable in Chicago comes at an inflection point for the asset management industry, and as the world moves beyond the tempestuous start to this decade and begin looking onward to all the potentials on the horizon. Finding the right partners on this road is especially important for gatekeepers and manager due diligence professionals amid all the constant changes and trends. What is an investment opportunity for the long-term and what is a hyped-up fallacy? What strategies and markets should gatekeepers not miss out on and what fads should they avoid? 

Join us in Chicago this fall to discuss the intricate, sometimes messy, but always cardinal need to finding a gold standard in the industry, whether on investment management or your sub-advisory manager-gatekeeper relationship itself. 

2023 Advisory Board

Salimah Shamji, Vice President, Head of Investment Product and Management, AIG SunAmerica

Matt Peden, Director of Investments, American Beacon 

Zoe Brunson, Chief Investment Strategist, AssetMark, Inc.

Joe Curtin, Managing Director, Head of CIO Portfolio Management, Bank of America Merrill Lynch

Anna Snider, Head of Due Diligence, CIO Office, Bank of America Merrill Lynch

Jordan Wruble, Head of Manager Research, Brown Advisory

Anton Gringut, Director Head of Equity Manager Research, Global Manager Research Group, Citi Global Wealth

Michael Iachini, Managing Director, Head of Manager Research, Charles Schwab

Andrew King, Director, Head of Investment Manager Research, Charles Schwab 

Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Equitable

Andrew Corwin, Assistant Vice President, Portfolio Construction & Research, Empower Investments

David Spika, President and Chief Investment Officer, GuideStone Capital Management

Adela Ghinet, Managing Director, Harbor Capital Advisors

William Harding, Senior Vice President, Chief Investment Officer, Jackson National Asset Management

York Lo, Head of Institutional and Product Development, John Hancock Investments

Maria Ma, Head of Fixed Income & International Equity Manager Selection, Lincoln Financial

Wale Adedokun, Head of Manager Selection, MassMutual Funds

Casey Wamsley, Principal, Senior Investment Consultant, Mercer 

Matthew Brenner, Managing Vice President, Investments and Investment Product Management, MissionSquare

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar

Mark Hackett, Chief of Investment Research, Nationwide

Tom Rhee, Director, New York Life Insurance Company

Christopher Vella, Chief Investment Officer, BNY Mellon

Kelly Finegan, Head of Multi-Manager Solutions, Northern Trust

Paul Mikelson, Vice President, Product and Administration, Northwestern Mutual

Paul Mazzacano, Managing Director, Head of Manager Research, PineBridge Investments

Ryan Kinkade, Director, Manager Alpha Research & Selection, Principal Asset Management

Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments

Stephen Beinhacker, Head of Strategic Planning & Stewardship, SEI Investments 

Carrie Peluso, Managing Director, Head of Manager Research, State Street Global Advisors

Lanyon Blair, Senior Vice President - Head of Manager Research, Voya 

Kevin Sullivan, Co-Head Global Global Manager Group, 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

Senior Director, Investor Relations
+1 301 803 8510

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