14th Annual East Coast Sub-Advisory Roundtable

May 7th - May 8th 2019
Apella
New York
About

The East Coast Sub-Advisory Roundtable is a private membership organization for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source. Through expert-led panel discussions, presentations, guest speakers and live market research, each event 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.

 

Please find last year's agenda below. 

2018 Agenda

About Sub-Advisory

Institutional Investor’s Sub-Advisory Institute is a private membership organization designed to give selected supporting member firms unparalleled access to their clients and potential clients—buyers of sub-advisory services representing OCIOs, mutual fund companies, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year.

For more information, please contact:

Madeline Heckman​
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640
madeline.heckman@institutionalinvestor.com

Advisory Board

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

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

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

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

Jordan Wruble, Head of Manager Research, Brown Advisory

David Baeckelandt, Senior Investment Director, Cambridge Associates LLC

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

Paul Mikelson, Vice President, Sub-Advised Strategies, Columbia Threadneedle Investments

Tim Murphy, Vice President, Portfolio Manager, Envestnet PMC

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

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

York Lo, Product Development Director, Senior Investment Analyst, John Hancock Investments

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

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

Tom Rhee, Director, New York Life Insurance Company

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

Matthew Babcock, Director, Manager Research, Pacific Life Fund Advisors

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

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

Gretchen Tai, Partner, SECOR Asset Management

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

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

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

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

Josh Emanuel, Chief Investment Officer, Wilshire Associates

Venue

Apella

450 E 29th St
New York, NY 10016

+1 212-706-4100

www.apella.com

Discover Apella, New York City’s premier meeting and event destination venue — secluded on the edge of the East River, yet within touching distance of Midtown Manhattan. Escape the rush of the city and retreat to a private 3.5-acre property featuring a tree-lined entry drive, an on-site urban farm, and stunning river views. 

Register


Registration is complimentary for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source. If you are interested in learning more about the Sub-Advisory Institute please contact Madeline Pescatore at +44 (0) 212 224 3640 or madeline.pescatore@institutionalinvestor.com


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Contact

For Providers of Sub-Advisory Services, please contact:

Randy Klein

Executive Director, Business Development
+44 (0) 212 224 3629
randy.klein@institutionalinvestor.com

For Buyers of Sub-Advisory Services, please contact:

Madeline Heckman​

Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640
madeline.heckman@institutionalinvestor.com

For Supporting Members of Sub-Advisory Services, please contact:

Lauren Feldman

Client Services Coordinator, Investor Relations Manager
+44 (0) 212 224 3689
lauren.feldman@institutionalinvestor.com