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?
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 Research, PineBridge 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
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 email@example.com.
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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.
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.