Well, maybe that’s a bit of an exaggeration. We arguably live in the most peaceful and prosperous times in human history, yet the unrelenting modern-day news and social media cycles continue their march no matter what. And at the end of the day, these news cycles greatly impact the markets, and by extension, the asset management industry.
Another year thus means another battle plan for the potential obstacles, disturbances, and opportunities that lay waiting for gatekeepers in the industry. Shifting the macroeconomic headwinds and tailwinds might be out of your hands, but there are plenty of investment trends and strategies to tackle in order to bolster and optimize your asset allocation and risk management.
Join the Sub-Advisory Institute’s 19th Annual East Coast Roundtable for discussions and debates with your industry peers on the tumultuous, clamorous, and perhaps even exciting year ahead.
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, Head of Investment Solutions Group, Portfolio Manager, Brown Advisory
Andrew King, Director- Head of Investment Manager Research, Charles Schwab
Michael Iachini, Vice President & Managing Director, Head of Manager Research, Charles Schwab
Anton Gringut, Director, Head of Equity Manager Research, Global Manager Research Group, Citi Global Wealth
Salimah Shamji, Vice President, Head of Investment Product Management, Corebridge Financial (Formerly AIG)
Brian Arsenault, Chief Market Strategist, Disciplina Group
Andrew Corwin, Vice President, Portfolio Construction & Research, Empower Investments
Alwi Chan, Senior Vice President, Deputy Chief Investment Officer, Equitable
Adela Ghinet, Managing Director, Harbor Capital Advisors
Bill Harding, Senior Vice President, Deputy Chief Investment Officer, Jackson National Asset Management
York Lo, Head of Alternative Product and LLCs, 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, and Investment Product Management, MissionSquare Retirement
Dan McNeela, Head of Subadviser Selection, Senior Portfolio Manager, Morningstar
Peter Di Teresa, Head of Manager Selection, Morningstar
Mark Hackett, Chief of Investment Research, Nationwide Financial
Tom Rhee, Senior Director/CVP, New York Life
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, Managing Director, Head of Manager Research and Investment Product Management, PNC Bank
Ryan Kinkade, Director, Manager Alpha Research & Selection, Principal Asset Management
Rick Babich, Vice President, Head of Manager Research, PGIM
Rob Balkema, Senior Director, Head of Multi-Asset North America, Russell Investments
Stephen Beinhacker, Managing Director, Head of Strategic Planning & Stewardship,SEI 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
Matt 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
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
Executive Director, Head of Investor Relations Wealth Management
+1 301 803 8510
cynthia.huynh@institutionalinvestor.com
