Winter Virtual Conference I - Market Volatility, Macro Trends, and ESG Strategies

Nov 18th - Nov 19th 2020
11:30am to 1:00pm EST
Virtual Conference

Wednesday, November 18 | 11:30 am to 1:00 pm EST | Balancing Risk and Rewards in Volatile Markets

Despite a degree of recovery since the nadir this year, volatility remains an enduring theme for 2020 and beyond alongside balancing risk and reward in the current market environment. Tune in to hear expert thought leaders how their thoughts, with eyes on 2021.  

Watch the Recording Here

Thursday, November 19 | 11:30 am to 1:00 pm EST | ESG: Evolution of Strategy and Growth 

ESG investing has made tremendous strides in the past decade and is experiencing considerable momentum in the current environment. How are investor preferences changing when it comes to their ESG investments? How is that driving product development? We’ll hear about a variety of ESG investment strategies and the key drivers behind them.

Watch the Recording Here

Download the Full Agenda 

  • Wednesday November 18
  • Thursday November 19
2020 SAI Survey

For gatekeepers and buyers of sub-advisory services: Please find below the link to complete our 2020 Allocator Intel Survey. This survey is intended to gauge the priorities and interests of the sub-advisory community in these trying times, with results to be shared with you and your peers and intended to assist you in running your businesses. Its usefulness is amplified by your participation, and we truly appreciate your taking a couple of minutes to contribute!

Survey Link 



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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.

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

Investor Relations Deputy Director
+1 212 224 3688

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