Two turbulent years have passed since COVID first disrupted the world, everyone, including the asset managers and gatekeepers in our industry, have radically altered everything from their work environments to their daily life cadences, yet the markets overall have been largely stable and growing throughout. Robust government support and a relatively strong recovery compared with the long, grueling journey after the 2008 financial crisis have created a buttress for the global economy and markets everywhere.
Yet 2022 is seeing additional turbulence, from new variants threatening the road to recovery, the renewed focus on inflation, hawkish central bank policy turns, to the maturing of investment themes like ESG and sustainability. Gatekeepers everywhere are adjusting their allocation and expectation in light of this confluence of events. Join our Winter Webcast to hear from peers and experts on their plans with regards to asset allocation in 2022 and beyond, hear from some of the most experienced members of the industry tackle the challenges of navigating this year, and bring forth your own ideas in interactive discussion groups with industry peers. We hope to see you soon!
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, Managing Director - Pensions, Cambridge Associates
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
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
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
