15th Annual East Coast Sub-Advisory Roundtable

Nov 10th - Nov 11th 2020
The Ritz-Carlton
Boston, MA

Asset Allocation, Model Development & Distribution Channels: The Demographic Effect

  • Back by popular demand: The Big Picture—US and EMEA sub-advisory landscape 2020
  • What are your views on where we are in the market cycle? Given those views, what asset classes and geographies are appealing? How will markets react to the U.S. presidential election? How can you, or can you, prepare?
  • Asset allocation: Is the 60/40 portfolio really dead?  
  • Spotlight on the models business—Where’s the white space? What are the different approaches to models at bank and broker dealer home offices, platforms and traditional asset managers?
  • Multi-asset portfolios: How do you make the case for diversification at a time when traditional asset classes are seemingly being dismissed as “dead”? Value versus growth? What’s the role of commodities and liquid alts? With tons of dry powder, will private equity continue to attract assets, or is it time to take a pause? Are we communicating to Millennials the role of different asset classes across various market cycles?
  • The SEC’s Regulation Best Interest: What are the risks and opportunities?
  • The Millennial gatekeeper—A panel discussion of up-and-coming manager selection executives will discuss their views on asset allocation, model portfolios and the due diligence process. What’s their idea of the perfect asset manager partner?
  • Product development: An evergreen topic takes on renewed importance as we near the end of the cycle. The demand for “do no harm” income: How do you get income at an acceptable level of risk in a wrapper that has favorable liquidity and taxation?
  • Active versus passive: Under increasing pressure to inject passive and hybrid “smart beta” strategies into their multi-asset offerings, firms must decide which strategies should be accessed via active management. How is the shift to passive impacting fees up and down the value chain? How will the SEC’s approval of Precidian’s ActiveShares shape future product development?
  • The evolution of ESG and impact investing in the US: What are the best practices for reporting and communicating processes and performance?
  • How are you accessing the Chinese market? How concerned are you about the influence China is having on indices?
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

10 Avery Street
Bostn, MA 02111
+1 (617) 574 7100


Enviably located across from Boston Common, The Ritz-Carlton, Boston offers modern urban luxury in one of the country’s most historic cities. Expansive views and sleek styling dominate the 193 renovated guest rooms and suites, while fully updated meeting space welcomes business conferences and social events with ease. Other features include Avery Bar, with its signature martinis and mid-century glamour, and the adjoining Equinox Sports Club.


For more information, please contact:

Cynthia Huynh

Investor Relations Deputy Director
+1 212 224 3688

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