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.
Please find the latest agenda below.
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
Salimah Shamji, Vice President, Investment Product Management, AIG SunAmerica
Zoë Brunson, CFA, Senior Vice President, Investment Strategies, AssetMark, Inc.
Alwi Chan, CFA, Deputy Chief Investment Officer, Senior Vice President, AXA Equitable Funds Management Group, LLC
Jasmine Yu, Head of Global Manager Research, BNY Mellon Wealth Management
Jordan Wruble, Head of Manager Research, Brown Advisory
David Baeckelandt, Senior Investment Director, Cambridge Associates LLC
Tracy Pike, Head of Sub-Advisor Oversight, Charles Schwab Investment Management
Paul Mikelson, Vice President, Sub-Advised Strategies, Columbia Threadneedle Investments
Tim Murphy, Vice President, Portfolio Manager, Envestnet PMC
Jonathan Kreider, Vice President, Great-West Financial Investment Products, Great West Life
Andrew Prewitt, Managing Director, Investment Portfolio Management, Harbor Capital Advisors, Inc.
York Lo, Product Development Director, Senior Investment Analyst, John Hancock Investments
Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management
Peter Di Teresa, Head of Manager Selection, Morningstar Research Services LLC
Tom Rhee, Director, New York Life Insurance Company
Christopher E. Vella, Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management
Matthew Babcock, Director, Manager Research, Pacific Life Fund Advisors
Paul Mazzacano, Senior Vice President, Head of Manager Research, PineBridge Investments
Robert Balkema, Senior Portfolio Manager, Multi-Asset Solutions, Russell Investments
Gretchen Tai, Partner, SECOR Asset Management
Sandra Ackermann-Schaufler, Head of International and Emerging Markets Equity & Senior Portfolio Manager, SEI Investments
Rick Babich, Vice President, Director of Manager Research, Strategic Investment Research Group
Halvard Kvaale, Head of Manager Research & Selection, Voya Investment Management
Greg Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute
Josh Emanuel, Chief Investment Officer, Wilshire Associates
450 E 29th St
New York, NY 10016
Discover Apella, New York City’s premier meeting and event destination venue — secluded on the edge of the East River, yet within touching distance of Midtown Manhattan. Escape the rush of the city and retreat to a private 3.5-acre property featuring a tree-lined entry drive, an on-site urban farm, and stunning river views.
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.
For Providers of Sub-Advisory Services, please contact:
Executive Director, Business Development
+44 (0) 212 224 3629
randy.klein@institutionalinvestor.com
For Buyers of Sub-Advisory Services, please contact:
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640
madeline.heckman@institutionalinvestor.com
For Buyers of Sub-Advisory Services, please contact::
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3689
lauren.feldman@institutionalinvestor.com