The forecast for the global economy remains jittery and on edge in the first few months of 2023. The risk of recession impacts of layoffs, and global uncertainties have joined the fray alongside persistent, albeit decelerating, inflation, and the war in Europe. Identifying these trends is one thing, finding the right opportunities and asset allocation strategies remain an entirely different beast – join other panel of expert allocators and managers to discuss not just the big picture, but also the way forward.
Asset Allocators - Register Here
Asset Managers - Please Contact Us Below
Salimah Shamji, Vice President, AIG SunAmerica
Matt Peden, Director of Investments, American Beacon
Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.
Jordan Wruble, Head of Manager Research, Brown Advisory
Michael Iachini, Managing Director, Head of Manager Research, Charles Schwab
Andrew King, Director, Head of Investment Manager Research, 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, Director, MassMutual 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
Ryan Kinkade, Director, Manager Alpha Research & Selection, Principal Asset Management
Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell 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
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
serena.liegey@institutionalinvestor.com
