Sub-Advisory Institute

SAI Winter Webcast - An Introduction to the Sub-Advised ETF Landscape

Dec 6th 2022
12:00 - 1:00 PM EST

Without writing off mutual funds entirely, the development and advent of ETFs have been one of the biggest shifts in the asset management industry in the past few years - we'll take a look at how this shift has seeped into the sub-advisory space for both managers and gatekeepers when considering all perspectives, from product development to the regulatory environment. Join expert subject matters on both the manager and allocator sides for a broad introduction to the sub-advised ETF landscape as the conversations surrounding the topic heats up. 

2022 Advisory Board

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

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

Joseph Curtin, Managing Director, Head of Portfolio Management, Bank of America

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

Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management

David Eisenberg, Independent Consultant 

Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Portfolio Manager, Equitable Investment Management Group LLC

Jonathan Kreider, Senior Vice President, Head of Great-West Investments, Great-West Investments

Maria Ma, Head of Fixed Income & Int'l Equity Manager Research, Lincoln Financial

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

Carrie Peluso, Head of Manager ResearchState Street Global Advisors 

Casey Wamsley, Principal, Senior Investment Consultant, Mercer

Andrea Anastasio, Head of Investment Management Solutions, MassMutual

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

Paul Ricciardell, Head of Portfolio Solutions, Morgan Stanley

Matthew Brenner, Managing Vice President, Investments, MissionSquare

Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments

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

Carleton Muench, Vice President Investment Oversight, Pacific Life

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

Stephen Beinhacker, Managing Director of Manager Research, SEI Investments

Gregory Trinks, Head of Exchanged Traded Products, Managing Director, UBS  Wealth Management

Gregory Maddox, Managing Director, Head of Agile Product Management, Wells Fargo Investment Institute

Carrie Peluso, Head of Manager ResearchState Street Global Advisors 

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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