East Coast Sub-Advisory Roundtable 2018

May 8th - May 9th 2018
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.

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
  • Giorgio Carlino, Chief Investment Officer – Multi Asset US, Allianz Global Investors
  • Kelsey Deshler, Global Head of Manager Research, BlackRock Solutions
  • Jasmine Yu, Head of Global Manager Research, BNY Mellon Wealth Management
  • Tracy Pike, Head of Sub-Advisor Oversight, Charles Schwab Investment Management
  • Alena Kuprevich, Managing Director, Disciplina Group, LLC
  • Andrew Prewitt, Managing Director, Investment Portfolio Management, Harbor Capital Advisors
  • David Braverman, Managing Vice President, Equities, ICMA Retirement Corporation
  • Stephanie Kueppers, Director, Sub-Adviser Oversight, Jackson National Asset Management
  • York Lo, Product Development Director, Senior Investment Analyst, John Hancock Investments

The 2018 preliminary agenda is currently being developed with the latest trends and most actionable insights in the sub-advisory space. We will keep you updated with the latest agenda as we approach the event.

2018 Agenda

  • Robert Boyda, Senior Managing Director and Senior Portfolio Manager, Manulife Mutual Funds
  • Christopher E. Vella, Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management
  • Chris DeMeo, Partner, Nu Paradigm
  • Paul Mazzacano, Senior Vice President, Head of Manager Research, PineBridge Investments
  • Gretchen Tai, Partner, SECOR Asset Management
  • Sandra Ackermann-Schaufler, Head of International and Emerging Markets Equity, Senior Portfolio Manager, SEI Investments
  • Kristine Mogollon, Director, Investment Product Management, Thrivent Mutual Funds
  • W. Lee Norton, Senior Investment Analyst, The Vanguard Group
  • Halvard Kvaale, Head of Manager Research & Selection, Voya Investment Management, NY
  • Greg Maddox, Senior Vice President, Head of Global Manager Research, Wells Fargo Investment Institute
Venue

Apella

450 E 29th St
New York, NY 10016
United States
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


Registration

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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