New Frontiers: The Rise of Non-Traditional Channels in Sub-Advisory

Jun 23rd 2021
1:00 PM - 3:00 PM EST

The OCIO model and the continued rise of non-institutional allocators are no longer news to anyone in the industry – but do these relatively new entrants in the sub-advisory space signal a broader shift in the overall sub-advisory relationship, or are they simply peers with the same objectives and outlooks? SAI’s June webcast will introduce new faces to discuss how OCIO’s and non-institutional investors view the sub-advisory and manager research processes, compare notes on similarities, differences, and fiduciary intricacies, and map out a beneficial way forward for all stakeholders.

Download the Preliminary Agenda

2021 Advisory Board

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

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

Jordan Wruble, Head of Manager Research, Brown Advisory

David Eisenberg, Managing Director - Pensions, Cambridge Associates

Andrew Corwin, AVP, Portfolio Construction and Research, Great-West Investments

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

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

Harold Singleton, Head of Manager Selection, Lincoln Financial

Safia Mehta, Managing Director, Manager Analysis Services, LLC

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

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

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

Carleton Muench, Vice President, Investment Oversight, Pacific Life

Rick Babich, Head of Manager Research, PGIM

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

Stephen Beinhacker, Managing Director of Manager Research, SEI Investments

Jana Holt, Global Director, Sustainable Investing Solutions, SEI Investments

 Gregory Trinks, Head of Manager Research, UBS  Wealth Management

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

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.


For more information, please contact:

Cynthia Huynh

Director, Investor Relations
+1 212 224 3688

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