4th Annual West Coast Sub-Advisory Roundtable

Sep 22nd - Sep 23rd 2020
The Ritz-Carlton
Marina del Rey, CA
Seizing Opportunities & Overcoming Challenges in the Face of the Coronavirus Pandemic

We’re all in unchartered territory. The coronavirus (COVID-19) pandemic continues to develop globally, upending daily life and financial markets. It’s too early to know with certainty the efficacy of policy responses to COVID-19. The favored approach from governments around the world has been to drastically curb economic activity through shelter-in-place guidelines and to lean into fiscal and monetary stimulus at levels never seen before. Whether you believe the economic recovery will be L-shaped, V-shaped or U-shaped, we can all agree things will never be the same again. What are the key lessons learned by asset managers and professional buyers?

Join your research and due diligence peers for the Institutional Investor's 4th Annual West Coast Sub-Advisory Roundtable to compare notes on how Covid-19 is affecting manager due diligence and selection; business strategy and investment themes; and macro outlooks for 2020 and beyond. What challenges have you tackled, and what opportunities are you pursuing?

Advisory Board

Salimah Shamji, Vice President, AIG SunAmerica

Zoe Brunson, SVP Investment Strategies, AssetMark, Inc.

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

Jordan Wruble, Head of Manager Research, Brown Advisory

Anna Supera-Kuc, Lead Portfolio Manager, International Equities, Edward Jones

Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC

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

Andrew Prewitt, Managing Director, Harbor Capital Advisors

David Braverman, Managing Vice President, Equities, ICMA Retirement Corporation

Stephanie Kueppers, Director, Sub-Adviser Oversight, Jackson National Asset Management

York Lo, Head of Institutional and Product Development, John Hancock Investments

Casey Wamsley, Principal and Senior Investment Consultant, Mercer

Paul Ricciardelli, Managing Director, Head of Wealth Advisory Solutions, Morgan Stanley

Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar

Tom Rhee, Director, New York Life Insurance Company

Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments

Matthew Babcock, AVP, Investments, Pacific Life Fund Advisors

Paul Mazzacano, Managing Director, Head of Manager ResearchPineBridge Investments

Rick Babich, Vice President, Prudential

Rob Balkema, Senior Portfolio Manager, Multi-asset Solutions, Russell Investments

Gino Reina, Principal, SECOR Asset Management

Brian Murdock, Chief Executive Officer, Strategic Investment Group

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

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

Sandra Ackermann-Schaufler, Principal, Portfolio Strategist, Meketa Investment Group

  • Tuesday September 22
  • 7:30 AM - 8:30 AM

    Registration and Breakfast

  • 8:30 AM - 8:40 AM

    Introduction and App Tutorial

  • 8:40 AM - 9:00 AM

    Chairperson’s Welcome & Audience Polling

  • 9:00 AM - 9:40 AM

    Lessons Learned from COVID-19

  • 9:40 AM - 10:05 AM

    In-Table Discussions

  • 10:05 AM - 10:50 AM

    Preparing Portfolios for a New Type of Volatility

  • 10:50 AM - 11:20 AM

    Coffee Break

  • 11:20 AM - 12:55 PM

    Presentation Series I - When Volatility is Center Stage

  • 12:55 PM - 2:10 PM


  • 2:10 PM - 3:45 PM

    Presentation Series II - Investment Strategies for a Recession

  • 3:45 PM - 4:15 PM

    Coffee Break

  • 4:15 PM - 4:35 PM

    Emerging Markets Debt through the Lens of ESG

  • 4:35 PM - 5:25 PM

    Will ESG Investing Benefit from the Coronavirus Pandemic?

  • 5:30 PM - 9:00 PM

    Cocktail Hour and Dinner

  • 7:30 AM - 9:00 PM

    Download the Preliminary Agenda

Great conference, well organized, interesting topics, great networking opportunities.  


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 Cynthia Huynh at +1 212 224 3688 or cynthia.huynh@institutionalinvestor.com. 


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The Ritz-Carlton

4375 Admiralty Way
Marina Del Rey, CA 90292
United States

4375 Admiralty Way
Marina del Rey, CA 90292
+1 (310) 823-1700


There are certain elements that attract visitors to Southern California: beautiful beaches, incredible cuisine and an attitude that acts as a gentle reminder to slow down and enjoy the present. Guests of The Ritz-Carlton, Marina del Rey are invited to experience SoCal living with the hotel’s collection of amenities, including LA’s only waterfront saltwater pool, farm-to-table dining, a luxury spa and accommodations overlooking the marina or city.

upcoming events

July 14, 2020

Things Will Never Be the Same Again: Coronavirus Pandemic Shakes Up Manager Due Diligence

12:30 PM - 1:30 PM EST

Learn more

November 10-11, 2020

15th Annual East Coast Sub-Advisory Roundtable

The Ritz-Carlton Hotel
Boston, MA

Learn more


For Providers of Sub-Advisory Services, please contact:

Randy Klein

Executive Director, Business Development
+1 212 224 3629

For Buyers of Sub-Advisory Services, please contact:

Cynthia Huynh

Investor Relations Deputy Director
+1 212 224 3688


About Sub-Advisory

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.

For more information, please contact:

Cynthia Huynh
Investor Relations Deputy Director, Individual Market Memberships
+1 212 224 3688