West Coast Sub-Advisory Roundtable 2017

Sep 27th - Sep 28th 2017
Fairmont Claremont Hotel
Berkeley, CA

The inaugural West Coast Sub-Advisory Roundtable will be the second event in Institutional Investor’s newly launched Sub-Advisory Institute — 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.

  • The Rise of Populism and the Rejection of Economic Rationalism: Consequences for Investors and Managers
  • Brexit and the New Idea of Europe
  • The Trump Presidency: Economics, Regulations and Risks
  • The Rise of Sustainable Investing
  • Commodities and Real Assets

Please view last year's agenda for a full list of previous session topics.

2017 Final Agenda

  • Aging and Slowing Populations: Demographic and Consumer Effects
  • Technological Innovation and Automation: The Ultimate Arbiter of Winner and Losers
  • Climate Change: Both an Opportunity and a Risk
  • Asian Ascendancy & China’s Growing Middle Class:  What are the Tactical and Strategic Opportunities
Speakers and Panelists

Paul Simons, CFA, Head of Portfolio Management Asia-Pacific, Pyrford

Brian Singer, Head of Dynamic Asset Allocation, William Blair

Gretchen Tai, Partner, SECOR Asset Management

Mary Pugh, CEO & Chief Investment Officer, Pugh Capital Management

Kai Hong, Chief Investment Strategist, Bivium Capital Partners

Jeffrey K. Ringdahl, Chief Operating Officer, American Beacon Advisors, Inc.

Robert Tipp, Managing Director, Chief Investment Strategist, Head of Global Bonds, PGIM

Eivind Lorgen, Chief Executive Officer, North America, Nordea Investment Management

Joshua M. Emanuel, CIO, Wilshire Funds Management, Wilshire Associates

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

Jay B. Gould, Co-Chair, Financial Services Practice, Winston & Strawn, LLP

Asher Ailey, Chief Compliance Officer & Associate General Counsel, Research Affiliates

Jim O’Connor, Vice President & Managing US Counsel, Aberdeen Asset Management

George Davis, Portfolio Manager and Principal, Hotchkis & Wiley Capital Management

Jeremy Richardson, Senior Portfolio Manager, Global Equities, RBC Global Asset Management

Donald Robinson, Chief Executive Officer & Co-Chief Investment Officer, Palladiem, LLC

Jeff Whitmoyer, Manager, International Equity Investments, Wells Fargo Funds Management

Stuart Peskin, Investment Director – Multi-Asset Strategies, Standard Life Investments

Joseph Devine, Senior Vice President, Chief Investment Officer, Global Ex-US Equity, Macquarie

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

Advisory Board

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.

Christine Johnson
Senior Vice President and Managing Director

Salimah Shamji
Vice President, Investment Product Management
AIG SunAmerica

Robert J. Majdecki
Senior Vice President and Chief Investment Officer
Amalgamated Bank of Chicago

Jonathan Kreider
Vice President, Investment Products
Great-West Investments

Wayne Wicker
Senior Vice President and Chief Investment Officer
ICMA Retirement Corporation

Howard Hirakawa
Senior Vice President
Pacific Life Fund Advisors

Keith G. Huckerby
Penn Mutual Asset Management, Inc.

Brian Ahrens
Executive VP, Director, Strategic Investment Research Group

Dennis Santos
Vice President – OCIO
State Street Global Advisors

Kristine J. Mogollon
Director, Investment Product Management
Thrivent Asset Management

Ryan Beach
Director of Manager Research
USAA Investment Management Co.

W. Lee Norton
Senior Investment Analyst

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


Fairmont Claremont Hotel

41 Tunnel Road
Berkeley, CA 94705
United States

Claremont Club & Spa, A Fairmont Hotel is a California landmark and one of America’s iconic luxury hotels. Ideally nestled in the Oakland Hills and just 12 miles from San Francisco, this newly restored urban resort is uniquely positioned to offer the best of the Bay Area.  

Originally built as a private residence during the California Gold Rush, the property was later won in a game of checkers by Frank Havens and Borax Smith who planned to erect a resort on the grounds. Though construction was delayed by both the Earthquake of 1906 and Panic of 1907, Claremont Club & Spa opened its doors in 1915.


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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For Providers of Sub-Advisory Services, please contact:

Randy Klein
Executive Director, Business Development
+44 (0) 212 224 3629

For Buyers of Sub-Advisory Services, please contact:

Madeline Heckman​
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640

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

Lauren Feldman
Client Services Coordinator, Investor Relations Manager
+44 (0) 212 224 3689