Central Sub-Advisory Roundtable 2023

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

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View the 2022 Agenda 



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2023 Advisory Board

Salimah Shamji, Vice President, AIG SunAmerica

Zoe Brunson, Senior Vice President -  Investment Strategies, AssetMark, Inc.

Jordan Wruble, Head of Manager Research, Brown Advisory

Michael Iachini, Head of Manager Selection, Charles Schwab

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

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

Andrew Corwin, Director, Great-West 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, DirectorMassMutual Funds

Casey Wamsley, Principal, Senior Investment Consultant, Mercer 

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, Multi-manager Solutions, Northern Trust Global Investments

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

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

Stephen Beinhacker, Managing Director of Manager Research, SEI Investments

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

Lanyon Blair, SVP - Head of Manager Research, Voya

Kevin Sullivan, Senior Research Director – Team Lead, Global Equities, 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:

Serena Liegey 

Deputy Director, Investor Relations
+1 917 658 2836 

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