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.
Zoe Brunson, Chief Investment Strategist, AssetMark
Anna Snider, Head of Investment Selection, Chief Investment Office,
Bank of America, Global Wealth and Investment Management
Joseph Curtin, Managing Director, Head of Portfolio Management, Chief Investment Office, Bank of America, Global Wealth and Investment Management
Christopher Vella, Chief Investment Officer, BNY Mellon Advisors
Jordan Wruble, Portfolio Manager and Head of the Investment Solutions Group (ISG), Brown Advisory
Michael Iachini, Vice President & Managing Director, Head of Manager Research, Charles Schwab
Anton Gringut, Director, Head of Equity Investment Manager Research, Citi Global Wealth
Salimah Shamji, Vice President & Head of Investment Product Management, Corebridge Financial
Brian Arsenault, Chief Market Strategist, Disciplina Group
Jonathan Kreider, Senior Vice President, Empower Investments
Ling-Wei Hew, Principal Director, Multi-Asset & Alternatives Research
Envestnet
Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Equitable
Brandon Pizzuro,Chief Investment Officer, Guidestone
Kristof Gleich, President and Chief Investment Officer, Harbor Capital Advisors
Bill Harding, Senior Vice President, Chief Investment Officer, Jackson National Asset Management
York Lo, Head of Alternatives Product and LLC, John Hancock Investment Management
Maria Ma, Managing Director, Head of Fixed Income & Int'l Equity Manager Research, Lincoln Financial Group
Wale Adedokun, Head of Manager Research, MassMutual
Casey Wamsley, Principal, Senior Investment Consultant, Mercer
Matthew Brenner, Managing Vice President, Investments, & Investment Product Management, MissionSquare Retirement
Dan McNeela, Head of Subadviser Selection/Senior Portfolio Manager, Morningstar
Peter Di Teresa, Head of Manager Selection, Morningstar
Paul Ricciardelli, Head of Portfolio Solutions, Morgan Stanley Wealth Management
Mark Hackett, Chief of Investment Research, NationwideFinancial
Tom Rhee, Senior Director/CVP, New York Life
Stephen Beinhacker, Chief Investment Officer, NextFolio
Kelly Finegan, Head of Multi-Manager Solutions, Northern Trust Asset Management
Jordan Fettman, Head of Manager Research, Portfolio Manager, Assistant Vice President, Pacific Life
Paul Mazzacano, Global Head of Manager Research, Pinebridge Investments
Scott Lavelle, Head of Investment Advisor Research, PNC Bank
Ryan Kinkade, Director, Manager Alpha Research & Selection, Principal Asset Management
Rick Babich, Vice President, Head of Manager Research, Prudential Global Investment Management (PGIM)
Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments
Sean Curry, Vice President, Manager Research and Oversight, State Street Global Advisors
Brad Watterson, Director of Investment Research, Touchstone Investments
Ric Mayfield, Managing Director, Truist Bank
Kristen Griffin, Head of Investment Manager Analysis, UBS
Matthew Piro, Principal, Vanguard
Lanyon Blair, Senior Vice President, Head of Manager Research & Selection, Voya Investment Management
Kevin Sullivan, Co-head Global Manager Research Group, Wells Fargo Investment Institute
Acadian Asset Management
Allspring Global Investments
Baillie Gifford
Fisher Investments
Glenmede
GMO
Jennison Associates
Loomis, Sayle & Company
Longview Partners
Lord Abbett
LSV Asset Management
MacKay Shields
MFS Asset Management
Morgan Stanley Investment Management/Parametric
Newton Investment Management
Pictet Asset Management
PGIM Fixed Income
PGIM Quantitative
Sands Capital Management
Schroders
State Street Global Advisors
Buyers of sub-advisory services, please contact:
Cynthia Huynh
Executive Director, Head of Investor Relations Wealth Management
+1 301 803 8510
cynthia.huynh@institutionalinvestor.com
For general inquiries, please contact: