Winter Virtual Conference II - ESG Metrics, Manager Selection, and Looking Towards 2021

Dec 9th - Dec 10th 2020
11:30am to 1:00pm Eastern Time
Virtual Conference

December 9 | 11:30am to 1:00pm EST | Counting Impact: Metrics & Reporting for ESG Investing

ESG metrics and reporting frameworks continue to evolve, and investors are emphasizing the need to move towards universally accepted standards. In this session, we’ll explore different approaches to monitoring and reporting performance attributed to ESG factors, including the data being used in the selection and evaluation process. 

Watch the recording here

December 10 | 11:30am to 12:30pm EST | Coming Up Next in 2021...

Putting 2020 behind us, our final day of virtual sessions will look to the future, where our Advisory Board members will discuss what’s on their minds in terms of priorities and non-priorities as the world (hopefully) begins to return to normal. Attendees will get a chance to make their own thoughts and opinions known in our breakout groups and engage with their peers, before coming back to pose the panel questions.

Watch the recording here


Download the Full Agenda 

  • Wednesday December 9
  • Thursday December 10
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

Deputy Director, Investor Relations
+1 212 224 3688

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