A PRIVATE MEMBERSHIP FOR

THE SUB-ADVISORY UNIVERSE 

About

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.

Superbly well organized, liked the pre-seating and mixing it up. Also small discussions and Q&A were nice features. 

Advisory Board

Andrew Prewitt, Managing Director, Harbor Capital Advisors

Anna Supera-Kuc, Lead Portfolio Manager, International Equities, Edward Jones

Brian Murdock, Chief Executive Officer, Strategic Investment Group

Casey Wamsley, Principal and Senior Investment Consultant, Mercer

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

Erin Garrett, Portfolio Manager, SEI

Gino Reina, Principal, SECOR Asset Management

Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute

Halvard Kvaale, Head of Manager Research and Selection, Voya Investment Management

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

Jonathan Kreider, Vice President, Investment Products, Great West Life

Jordan Wruble, Head of Manager Research, Brown Advisory

Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation

Paul Mazzacano, Managing Director, Head of Manager ResearchPineBridge Investments

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

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

Rick Babich, Head of Manager Research, PGIM

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

Salimah Shamji, Vice President, AIG SunAmerica

Sandra Ackermann-Schaufler, Principal, Portfolio Strategist, Meketa Investment Group

Stephanie Kueppers, Director, Sub-Adviser Oversight, Jackson National Asset Management

Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC

Tom Rhee, Director, New York Life Insurance Company

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

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

Members

Aberdeen Standard Investments
Acadian Asset Management
AXA Investment Managers
Brandes Investment Partners
Gotham Asset Management
Jennison Associates

 

Northern Trust Asset Management
PGIM Fixed Income
Pictet Asset Management
QMA
Sands Capital Management

Schroders
Securian Asset Management
State Street Global Advisors
UBS Asset Management
Unigestion
 

This is the best run conference I attend

Attendee - West Coast Sub-Advisory Roundtable 2018


I have always enjoyed coming to SAI, especially the East Coast Roundtable.

Attendee - East Coast Sub-Advisory Roundtable 2019


Upcoming Events
Contact

For more information, please contact:

Cynthia Huynh

Deputy Director, Investor Relations
+1 212 224 3688
cynthia.huynh@institutionalinvestor.com