A PRIVATE MEMBERSHIP FOR

THE SUB-ADVISORY UNIVERSE 

About

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.

 

There were a few presentations that will change the way I manage my portfolio! Best of all was the caliber of the attendees, the sharing of information was super!

Attendee - East Coast Sub-Advisory Roundtable 2018


Advisory Board

Salimah Shamji, Vice President, AIG SunAmerica

Zoe Brunson, SVP Investment Strategies, AssetMark, Inc.

Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management

Jordan Wruble, Head of Manager Research, Brown Advisory

Anna Supera-Kuc, Lead Portfolio Manager, International Equities, Edward Jones

Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC

Jonathan Kreider, Vice President, Investment Products, Great West Life

Andrew Prewitt, Managing Director, Harbor Capital Advisors

York Lo, Head of Institutional and Product Development, John Hancock Investments

Casey Wamsley, Principal and Senior Investment Consultant, Mercer

Paul Ricciardelli, Managing Director, Head of Wealth Advisory Solutions, Morgan Stanley

Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar

Tom Rhee, Director, New York Life Insurance Company

Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments

Matthew Babcock, AVP, Investments, Pacific Life Fund Advisors

Rob Balkema, Senior Portfolio Manager, Multi-asset Solutions, Russell Investments

Rick Babich, Vice President, Prudential

Brian Murdock, Chief Executive Officer, Strategic Investment Group

Halvard Kvaale, Head of Manager Research and Selection, Voya Investment Management

Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute

Members

AllianceBernstein
Acadian Asset Management
AXA Investment Managers
BMO Global Asset Management
Brandes Investment Partners
Gotham Asset Management
Invesco

Jennison Associates
Macquarie
Northern Trust Asset Management
PGIM Fixed Income
Pictet Asset Management
QMA
Schroders

 

 

Securian Asset Management
State Street Global Advisors
UBS Asset Management
Unigestion
Voya Investment Management
William Blair

This is the best run conference I attend

Attendee - West Coast Sub-Advisory Roundtable 2018


I have always enjoyed coming to SAI, especially the East Coast Roundtable.

Attendee - East Coast Sub-Advisory Roundtable 2019


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