The East Coast Sub-Advisory Roundtable is a private membership organization for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source. Through expert-led panel discussions, presentations, guest speakers and live market research, each event 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.
Institutional Investor’s Sub-Advisory Institute is a private membership organization designed to give selected supporting member firms unparalleled access to their clients and potential clients—buyers of sub-advisory services representing OCIOs, mutual fund companies, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year.
For more information, please contact:
Madeline Heckman
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640
madeline.heckman@institutionalinvestor.com
- Salimah Shamji, Vice President, Investment Product Management, AIG SunAmerica
- Giorgio Carlino, Chief Investment Officer – Multi Asset US, Allianz Global Investors
- Kelsey Deshler, Global Head of Manager Research, BlackRock Solutions
- Jasmine Yu, Head of Global Manager Research, BNY Mellon Wealth Management
- Tracy Pike, Head of Sub-Advisor Oversight, Charles Schwab Investment Management
- Alena Kuprevich, Managing Director, Disciplina Group, LLC
- Andrew Prewitt, Managing Director, Investment Portfolio Management, Harbor Capital Advisors
- David Braverman, Managing Vice President, Equities, ICMA Retirement Corporation
- Stephanie Kueppers, Director, Sub-Adviser Oversight, Jackson National Asset Management
- York Lo, Product Development Director, Senior Investment Analyst, John Hancock Investments
The 2018 preliminary agenda is currently being developed with the latest trends and most actionable insights in the sub-advisory space. We will keep you updated with the latest agenda as we approach the event.
- Robert Boyda, Senior Managing Director and Senior Portfolio Manager, Manulife Mutual Funds
- Christopher E. Vella, Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management
- Chris DeMeo, Partner, Nu Paradigm
- Paul Mazzacano, Senior Vice President, Head of Manager Research, PineBridge Investments
- Gretchen Tai, Partner, SECOR Asset Management
- Sandra Ackermann-Schaufler, Head of International and Emerging Markets Equity, Senior Portfolio Manager, SEI Investments
- Kristine Mogollon, Director, Investment Product Management, Thrivent Mutual Funds
- W. Lee Norton, Senior Investment Analyst, The Vanguard Group
- Halvard Kvaale, Head of Manager Research & Selection, Voya Investment Management, NY
- Greg Maddox, Senior Vice President, Head of Global Manager Research, Wells Fargo Investment Institute
For Providers of Sub-Advisory Services, please contact:
Randy Klein
Executive Director, Business Development
+44 (0) 212 224 3629
randy.klein@institutionalinvestor.com
For Buyers of Sub-Advisory Services, please contact:
Madeline Heckman
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640
madeline.heckman@institutionalinvestor.com
For Supporting Members of Sub-Advisory Services, please contact:
Lauren Feldman
Client Services Coordinator, Investor Relations Manager
+44 (0) 212 224 3689
lauren.feldman@institutionalinvestor.com