Insightful, relevant and straight forward.
Advisory Board To Be Invited
We build our Sub-Advisory Roundtable agendas with the help of an advisory board of investment executives from leading firms that utilize sub-advisory services to ensure the content is timely, relevant, and forward thinking.
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 Adam Grainger at +1 212 224 3677 or email@example.com.
Superbly well organized, liked the pre-seating and mixing it up. Also small discussions and Q&A were nice features.
The Ritz-Carlton, Boston
10 Avery Street
Boston, MA 02111
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.