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.


There were a few presentations that will change the way I manage my portfolio! Best of all was the caliber of the attendees, the sharing of information was super!

Attendee - East Coast Sub-Advisory Roundtable 2018

Advisory Board

Matthew Babcock, AVP, Investments, Pacific Life Fund Advisors

David Baeckelandt, Senior Investment Director, Cambridge Associates LLC

Peter Di Teresa, Head of Manager Selection, Morningstar Research Services LLC

Robert Balkema, Senior Portfolio Manager, Multi-Asset Solutions, Russell Investments

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

Paul Mikelson, Vice President, Sudadvised Strategies, Columbia Threadneedle Investments

Jordan Wruble, Head of Manager Research, Brown Advisory

Alwi Chan, CFA, Deputy Chief Investment Officer, Senior Vice President, AXA Equitable Funds Management Group, LLC

Tom Rhee, Director, New York Life Insurance Company

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

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

Zoë Brunson, CFA, Senior Vice President, Investment Strategies, AssetMark, Inc.

Josh Emanuel, Chief Investment Officer, Wilshire Associates

Paul Mazzacano, Senior Vice President, Head of Manager Research, PineBridge Investments

Andrew Prewitt, Managing Director, Investment Portfolio Management, Harbor Capital Advisors, Inc.

Nancy Peretz Sheft, Managing Director, Head of External Manager Solutions, Bessemer Trust

Christopher E. Vella, Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management

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

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

Tracy Pike, Head of Sub-Advisor Oversight, Charles Schwab Investment Management

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

Gretchen Tai, Partner, SECOR Asset Management

Rick Babich, Vice President, Director of Manager Research, Strategic Investment Research Group

Sandra Ackermann-Schaufler, Head of International and Emerging Markets Equity & Senior Portfolio Manager, SEI Investments

Salimah Shamji, Vice President, Investment Product Management, AIG SunAmerica

Tim Murphy, Vice President, Portfolio Manager, Envestnet PMC


Attend two annual private forums

At regional meetings in Boston (May) and Marina del Rey members have opportunities to access senior investment decision makers.

Provide thought leadership

Nominate experts from your firm as discussion leaders, panelists or presenters to share knowledge and provide insights to our members.

Access ‘live’ market research

Get confidential electronic polling results, presentations and executive summaries after each forum, providing you with important industry barometers.

Invite Your Prospects

As an extension of your own business development efforts, we will invite your prospects to attend these key meetings.  


Acadian Asset Management
AXA Investment Managers
BMO Global Asset Management
Brandes Investment Partners
Gotham Asset Management

Jennison Associates
Northern Trust Asset Management
PGIM Fixed Income
Pictet Asset Management



Securian Asset Management
State Street Global Advisors
UBS Asset Management
Voya Investment Management
William Blair

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


For more information, please contact:

Adam Grainger

Investor Relations Manager, Individual Market Memberships
+1 212 224 3677


Madeline Heckman​

Investor Relations Director, Individual Market Memberships
+1 212 224 3640


Randy Klein

Executive Director, Business Development
+1 212 224 3629


Cathy Scott

Program Director
+1 212 224 3838