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.
Please view last year's agenda for a full list of previous session topics.
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
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
AB
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
President
Penn Mutual Asset Management, Inc.
Brian Ahrens
Executive VP, Director, Strategic Investment Research Group
Prudential
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
Vanguard
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.
Madeline Heckman
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640
madeline.heckman@institutionalinvestor.com
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.
Randy Klein
Executive Director, Business Development
+44 (0) 212 224 3629
randy.klein@institutionalinvestor.com
Madeline Heckman
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640
madeline.heckman@institutionalinvestor.com
Lauren Feldman
Client Services Coordinator, Investor Relations Manager
+44 (0) 212 224 3689
lauren.feldman@institutionalinvestor.com