East Coast Sub-Advisory Roundtable 2021

Sep 28th - Sep 29th 2021
Four Seasons Hotel
Boston, MA
Both Eyes on the Wheel: Navigating the Present, Mapping the Future

For most of us after more than a year of working from home, endless Zoom meetings and Teams calls, taking long walks, and (hopefully) enjoying a change of pace in life, the return to offices, in-person meetings and social interactions means a welcome return to the before times. Yet the world we are now facing is radically different from the one we left back in March 2020 – we as an industry are facing everything from new macroeconomic and geopolitical headwinds and regulatory environments to exciting new opportunities and concerning new pitfalls that have arisen during the pandemic.

For sub-advisory gatekeepers at the forefront of the asset management industry, the need to balance both the immediate issues ahead with those that are still far-off has never been of more importance. Yet as we often know in hindsight, immediate issues are sometimes overhyped, and opportunities that appear far-off can suddenly appear in your rear-view mirrors. As investors, both near- and far-sightedness can turn into regrets – so join the Sub-Advisory Institute in our first return-to-live conference at the Four Seasons Boston in September to discuss, debate, and engage with your peers on traversing the ever-delicate and complicated balancing act.



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2021 Advisory Board

Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.

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

Jordan Wruble, Head of Manager Research, Brown Advisory

David Eisenberg, Managing Director - Pensions, Cambridge Associates

Andrew Corwin CFP, Director, Portfolio Construction and Research, Great-West Investments

Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation

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

Harold Singleton, Head of Manager Selection, Lincoln Financial

Safia Mehta, Managing Director, Manager Analysis Services, LLC

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

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

Carleton Muench, Vice President, Investment Oversight, Pacific Life

Rick Babich, Head of Manager Research, PGIM

Stephen Beinhacker, Managing Director of Manager Research, SEI Investments

Jana Holt, Global Director, Sustainable Investing Solutions, SEI Investments

Gregory Trinks, Head of Manager Research, UBS Wealth Management 

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

About The Sub-Advisory Institute

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.


Four Seasons Hotel

200 Boylston Street
Boston, Massachusetts 02116 United States
+ 1 617 338 4400 

Located in Boston’s upscale Back Bay neighbourhood, Four Seasons Hotel Boston is a 15-minute drive from Logan International Airport and steps from the city’s premier attractions including Boston Common, the Freedom Trail and the Italian North End.

COVID-19 Safety Precautions
  • Until no longer necessary, we will conduct on-site health screenings.
  • Until no longer necessary, we will require all attendees to wear masks and/or personal protective equipment.
  • Roundtable format and venue will be designed to promote social distancing and smaller groups.
  • Institutional Investor will partner with venues with the highest health and housekeeping standards (including routine cleaning and disinfecting of surfaces).
  • Institutional Investor will comply with all CDC and state/city guidelines. In the event of a conflict, we will comply with the stricter regulations. 

For more information, please contact:

Cynthia Huynh

Director, Investor Relations
+1 212 224 3688

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