The Sub-Advisory Institute’s kick-off in-person conference of 2022 will coincide with the culmination of various upheavals and news events from the past two years. Before the pandemic and its aftermaths, the markets, and by extension the asset management industry, have been settling into many comfortable and widely accepted trends, models, assumptions, and predictions. Yet as we all know, the only constant is change, and the events of the past two years have thrown more than just a proverbial wrench into the equation. A combination of issues like inflation, rising rates, supply chain bottlenecks, geopolitical uncertainties, climate change, the rise of digital assets, and much more has contributed to a shift towards new thinking and solutions, and an reevaluation of prior expectations.
Join us in Boston on May 3 and 4 to hear from fellow gatekeepers and industry experts as we discuss and mull over these disruptions, and debate over how the asset management and sub-advisory industry should react and adapt.
Assumption of Risk
An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.
Salimah Shamji, Vice President, Head of Investment Product Management, AIG
Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.
Joseph Curtin, Managing Director, Head of Portfolio Management, Bank of America
Anna Snider, Head of Due Diligence, CIO Office, Bank of America
Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management
David Eisenberg, Independent Consultant
Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Portfolio Manager, AXA Equitable Funds Management Group LLC
Jonathan Kreider, Senior Vice President, Head of Great-West Investments, Great-West Investments
Maria Ma, Head of Fixed Income & Int'l Equity Manager Research, Lincoln Financial
Rajat Jain, Director, Portfolio Management, Head of Equities Strategies, iM Global Partner
York Lo, Head of Institutional and Product Development, John Hancock Investment
Casey Wamsley, Principal, Senior Investment Consultant, Mercer
Andrea Anastasio, Head of Investment Management Solutions, MassMutual
Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar
Paul Ricciardelli, Head of Portfolio Solutions, Morgan Stanley
Matthew Brenner, Managing Vice President, Investments, MissionSquare
Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments
Paul Mikelson, Vice President, Product and Administration, Northwestern Mutual
Carleton Muench, Vice President Investment Oversight, Pacific Life
Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments
Stephen Beinhacker, Managing Director of Manager Research, SEI Investments
Gregory Trinks, Head of Manager Research, UBS Wealth Management
Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute
Carrie Peluso, Head of Manager Research, State Street Global Advisors
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
Director, Investor Relations
+1 212 224 3688
cynthia.huynh@institutionalinvestor.com
