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12th Annual East Coast Sub-Advisory Roundtable

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East Coast Sub-Advisory RoundtableMay 4-5, 2017
Apella
New York

Visit the East Coast Sub-Advisory Roundtable website for more information.

The Search for Yield: Finding Opportunities amid Challenges

The 12th Annual East Coast Sub-Advisory Roundtable will be the first event in Institutional Investor’s newly launched Sub-Advisory Institute – a private membership organization for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year. Through expert-led panel discussions, presentations, guest speakers and live market research, each event 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.

Insurance Companies and Banks (e.g., heads of asset management, chief executives, chief investment officers, chief operating officers, portfolio managers, or heads of manager-selection) who have outsourced or who are looking to outsource assets to third parties and who would like to be considered for an invitation to the Roundtable should contact Ann Cornish at (212) 224-3877 or acornish@iiforums.com or Madeline Pescatore at (212) 224-3640 or madeline.pescatore@institutionalinvestor.com.


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