Sub-Advisory Institute Fall Virtual Series Part 1

Sep 22nd - Sep 23rd 2020
11:30am to 1:00pm EST
Virtual Conference
About

Sub-Advisory Institute has made the decision to pivot our 2020 East Coast and West Coast Roundtables virtually this fall. Sessions will include audience polling, brief presentations from a select group of sub-advisors, breakout discussion groups, and gatekeeper-moderated Q&A.

Navigating Today’s Volatility:   11:30 AM -1:30 PM (EST) | Sept 22, 2020

Increasing volatility spikes, coupled with a capricious macro-economic environment, have created an uncertain backdrop for investors in 2020 and beyond. De-risking has become a hot topic, but there are a lot of ways to dial back risk in a portfolio. What are the different approaches investors are pursuing, what are the drivers, and what are the tradeoffs? We’ll discuss a variety of strategies to de-risk portfolios and navigate volatility.


Generating Income In A Low-Rate World:  11:30 AM -1:30 PM (EST) | Sept 23, 2020

Investors are hard-pressed to identify income-producing asset classes in today’s low-rate world. Clearly, traditional strategies alone will not provide adequate dividend income. What are the higher-yielding options, and what levels of downside protection do they offer? What are the long-term implications of unprecedented monetary stimulus and Fed buying of ETFs and corporate bonds? How should investors express their views on these implications now?

Register


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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Advisory Board

Andrew Prewitt, Managing Director, Harbor Capital Advisors

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

Brian Murdock, Chief Executive Officer, Strategic Investment Group

Casey Wamsley, Principal and Senior Investment Consultant, Mercer

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

Erin Garrett, Portfolio Manager, SEI

Gino Reina, Principal, SECOR Asset Management

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

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

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

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

Jordan Wruble, Head of Manager Research, Brown Advisory

 

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

Paul Mazzacano, Managing Director, Head of Manager ResearchPineBridge Investments

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

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

Rick Babich, Head of Manager Research, PGIM

Rob Balkema, Senior Director, Head of Multi-Asset North America,  Russell Investments

Salimah Shamji, Vice President, AIG SunAmerica

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

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

Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC

Tom Rhee, Director, New York Life Insurance Company

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

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

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.

Contact

For more information, please contact:

Cynthia Huynh

Investor Relations Deputy Director
+1 212 224 3688
cynthia.huynh@institutionalinvestor.com

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