4th Annual West Coast Sub-Advisory Roundtable

Sep 22nd - Sep 23rd 2020
The Ritz-Carlton
Marina del Rey, CA

Seizing Opportunities & Overcoming Challenges in the Face of the Coronavirus Pandemic

We’re all in unchartered territory. The coronavirus (COVID-19) pandemic continues to develop globally, upending daily life and financial markets. It’s too early to know with certainty the efficacy of policy responses to COVID-19. The favored approach from governments around the world has been to drastically curb economic activity through shelter-in-place guidelines and to lean into fiscal and monetary stimulus at levels never seen before. Whether you believe the economic recovery will be L-shaped, V-shaped or U-shaped, we can all agree things will never be the same again. What are the key lessons learned by asset managers and professional buyers?

Join your research and due diligence peers for the Institutional Investor's 4th Annual West Coast Sub-Advisory Roundtable to compare notes on how Covid-19 is affecting manager due diligence and selection; business strategy and investment themes; and macro outlooks for 2020 and beyond. What challenges have you tackled, and what opportunities are you pursuing?

Advisory Board

Andrew Prewitt, Managing Director, Harbor Capital Advisors

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

Brian Murdock, Chief Executive Officer, Strategic Investment Group

Casey Wamsley, Principal and Senior Investment Consultant, Mercer

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

Erin Garrett, Portfolio Manager, SEI

Gino Reina, Principal, SECOR Asset Management

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

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

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

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

Jordan Wruble, Head of Manager Research, Brown Advisory


Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation

Paul Mazzacano, Managing Director, Head of Manager ResearchPineBridge Investments

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

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

Rick Babich, Head of Manager Research, PGIM

Rob Balkema, Senior Director, Head of Multi-Asset North America,  Russell Investments

Salimah Shamji, Vice President, AIG SunAmerica

Sandra Ackermann-Schaufler, Principal, Portfolio Strategist, Meketa Investment Group

Stephanie Kueppers, Director, Sub-Adviser Oversight, Jackson National Asset Management

Tim Murphy, VP, Senior Portfolio Manager, Envestnet PMC

Tom Rhee, Director, New York Life Insurance Company

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

Zoe Brunson, Senior Vice President -  Investment Strategies, AssetMark, Inc.


Registration is complimentary for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source. If you are interested in learning more about the Sub-Advisory Institute please contact Cynthia Huynh at +1 212 224 3688 or cynthia.huynh@institutionalinvestor.com. 


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About The Sub-Advisory 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.


The Ritz-Carlton

4375 Admiralty Way
Marina del Rey, CA 90292
+1 310 823-1700


There are certain elements that attract visitors to Southern California: beautiful beaches, incredible cuisine and an attitude that acts as a gentle reminder to slow down and enjoy the present. Guests of The Ritz-Carlton, Marina del Rey are invited to experience SoCal living with the hotel’s collection of amenities, including LA’s only waterfront saltwater pool, farm-to-table dining, a luxury spa and accommodations overlooking the marina or city.


For more information, please contact:

Cynthia Huynh

Investor Relations Deputy Director
+1 212 224 3688

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