U.S. Sub-Advisory Roundtable
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Institutional Investor’s 5th Annual U.S. Sub-Advisory Roundtable will explore and analyze the role sub-advisors are likely to play as we recover from the historically exceptional global economic collapse. The U.S. Sub-Advisory Roundtable will bring together leading sub-advisory participants to examine lessons both advisors and their clients have absorbed from the dislocations we have suffered, and to evaluate how sub-advisors can best serve the needs and demands of the sub-advisory marketplace going forward.
Well designed sub-advisory alliances with third-party asset managers continue to offer numerous benefits, allowing organization’s to focus on their core competencies and remain competitive in a continually evolving global marketplace, to improve their product offerings, and to grow their client base. But these opportunities must now be examined more carefully to more fully understand how asset managers have influenced, and been influenced by, market events.
Sponsoring Organizations
Aviva Investors
Old Mutual Asset Management, Inc.
Advisory Board
Brian Muench, Vice President, Allianz Life Insurance Company
Alwi Chan, Vice President, Funds Management Group, AXA Equitable
Jake Gilliam, Portfolio Manager, Charles Schwab Investment Management
Breda Beckerle, Chief Compliance Officer, Franklin Templeton Institutional, LLC
Lane Prenevost, Head of Multi Manager, HSBC Global Asset Management (Canada) Ltd.
Wayne Wicker, Senior Vice President and Chief Investment Officer, ICMA Retirement Corporation
Michael C. Eldredge, CFA, Vice President, Investment Research, MassMutual Retirement Services
Elizabeth M. Forget, Senior Vice President, MetLife
Rufus Davenport, Global Director of Manager Research, New York Life Insurance Company
Christopher E. Vella, CFA, Global Director of Manager Research, Northern Trust Global Advisors
Howard Hirakawa, Vice President, Investment Advisory Oversight, Pacific Life Insurance Company
Brian Ahrens, Executive Vice President, Strategic Investment Research, Prudential Financial
Eric J. Hoerdemann, Senior Analyst, SEI Investments
Christopher Staples, Senior Vice President & Chief Investment Officer, Transamerica Asset Management Group