Lessons Learned: The Gatekeeper Perspective

Jul 14th 2020
12:30 PM - 1:30 PM EST

Institutional Investor’s Sub-Advisory Institute will present a virtual forum convening several of North America’s top manager research and due diligence executives for a thought-provoking discussion about relationship-building and research agendas in the current environment. We’ll hear from top gatekeepers about how they’ve coped with surging volatility, a homebound workforce, and other operational and investment issues. What were their biggest lessons learned during the coronavirus pandemic, and how will that shape their approach going forward?

Dicussion Topics

Which strategies surprised you the most, and how are your views on asset allocation evolving?

How are communications with advisors and end clients being crafted to ensure consistent and concise messaging?

What do you want to hear from your managers, and how often to you want to hear from them?

Are you initiating new research agendas, or postponing them?

How has your outlook on the industry’s business model changed with regards the boutique, mid-sized, and larger institution?


Upcoming Events

September 22-23, 2020

4th Annual West Coast Sub-Advisory Roundtable

The Ritz-Carlton Hotel
Marina del Rey, CA

Learn more

November 10-11, 2020

15th Annual East Coast Sub-Advisory Roundtable

The Ritz-Carlton Hotel
Boston, MA

Learn more


For gatekeepers interested in, please contact:

Cynthia Huynh

Investor Relations Deputy Director
+1 212 224 3688


For sub-advisors interested in, please contact:

Randy Klein

Executive Director, Business Development
+1 212 224 3629

About 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.