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.
Day 1: Navigating Today’s Volatility Part I: 11:30 AM -1:30 PM (EST) | Sept 22, 2020
Increasing volatility spikes, coupled with a capricious macro-economic environment, have created an uncertain backdrop for investors in 2020 and beyond. De-risking has become a hot topic, but there are a lot of ways to dial back risk in a portfolio. What are the different approaches investors are pursuing, what are the drivers, and what are the tradeoffs? We’ll discuss a variety of strategies to de-risk portfolios and navigate volatility.
Day 2: Navigating Today's Volatility Part II: 11:30 AM -1:30 PM (EST) | Sept 23, 2020
We will continue our exploration of the different approaches investors are pursuing to mitigate risk in volatile times. Increasing volatility spikes, coupled with a capricious macro-economic environment, have created an uncertain backdrop for investors in 2020 and beyond. De-risking has become a hot topic, but there are a lot of ways to dial back risk in a portfolio.
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 Research, PineBridge 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.
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
+1 212 224 3688
cynthia.huynh@institutionalinvestor.com
