Insightful, relevant and straight forward.
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
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.
Superbly well organized, liked the pre-seating and mixing it up. Also small discussions and Q&A were nice features.
10 Avery Street
Bostn, MA 02111
+1 (617) 574 7100
Enviably located across from Boston Common, The Ritz-Carlton, Boston offers modern urban luxury in one of the country’s most historic cities. Expansive views and sleek styling dominate the 193 renovated guest rooms and suites, while fully updated meeting space welcomes business conferences and social events with ease. Other features include Avery Bar, with its signature martinis and mid-century glamour, and the adjoining Equinox Sports Club.
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.