Fall Virtual Conference II - ESG/Impact and Thematic Investing

Oct 6th - Oct 7th 2020
11:30am to 1:00pm EST
Virtual Conference


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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.

ESG & Impacting Investing: State of Play: 11:30 AM -1:30 PM (EST) | Oct 6, 2020

Before Covid-19, environmental, social and governance investing had already made inroads into reshaping the investment landscape. Many investors, advisors, and asset managers now believe ESG will benefit from the coronavirus-induced economic fallout. Some point to positive performance and lower volatility at various times during the market turmoil; others cite the increased interest in nonfinancial risks related to climate change, including board diversity and human rights issues in the supply chain. Is ESG proving to be a suitable risk management tool?

The Rise of Thematic Investment Strategies: 11:30 AM -1:30 PM (EST) | Oct 7, 2020

The Covid-19 pandemic has triggered structural changes to our daily lives. Will these be long-lasting? If so, what will be the impact on pre-existing trends? Undoubtedly, some trends will reverse, and others will strengthen. When a vaccine, effective therapeutics, or a combination of both, allow a return to normalcy, which themes will stick, and which regions will benefit? Which disruptive growth opportunities should investors be pursuing around the globe right now, and why?

Watch the Recording Here

Download the Full Agenda

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.


For more information, please contact:

Cynthia Huynh

Investor Relations Deputy Director

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