3rd Annual West Coast Sub-Advisory Roundtable

Sep 25th - Sep 26th 2019
The Ritz-Carlton
Marina del Rey, CA
  • Wednesday September 25
  • Thursday September 26
Insightful, relevant and straight forward.

Advisory Board

Matthew Babcock, AVP, Investments, Pacific Life Fund Advisors

David Baeckelandt, Senior Investment Director, Cambridge Associates LLC

Peter Di Teresa, Head of Manager Selection, Morningstar Research Services LLC

Robert Balkema, Senior Portfolio Manager, Multi-Asset Solutions, Russell Investments

Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management

Paul Mikelson, Vice President, Sudadvised Strategies, Columbia Threadneedle Investments

Jordan Wruble, Head of Manager Research, Brown Advisory

Alwi Chan, CFA, Deputy Chief Investment Officer, Senior Vice President, AXA Equitable Funds Management Group, LLC

Tom Rhee, Director, New York Life Insurance Company

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

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

Zoë Brunson, CFA, Senior Vice President, Investment Strategies, AssetMark, Inc.

Josh Emanuel, Chief Investment Officer, Wilshire Associates

Paul Mazzacano, Senior Vice President, Head of Manager Research, PineBridge Investments

Andrew Prewitt, Managing Director, Investment Portfolio Management, Harbor Capital Advisors, Inc.

Nancy Peretz Sheft, Managing Director, Head of External Manager Solutions, Bessemer Trust

Christopher E. Vella, Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management

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

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

Tracy Pike, Head of Sub-Advisor Oversight, Charles Schwab Investment Management

York Lo, Product Development Director, Senior Investment Analyst, John Hancock Investments

Gretchen Tai, Partner, SECOR Asset Management

Rick Babich, Vice President, Director of Manager Research, Strategic Investment Research Group

Sandra Ackermann-Schaufler, Head of International and Emerging Markets Equity & Senior Portfolio Manager, SEI Investments

Salimah Shamji, Vice President, Investment Product Management, AIG SunAmerica

Tim Murphy, Vice President, Portfolio Manager, Envestnet PMC


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 Madeline Heckman at +44 (0) 212 224 3640 or madeline.heckman@institutionalinvestor.com


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Superbly well organized, liked the pre-seating and mixing it up. Also small discussions and Q&A were nice features.


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.

About Sub-Advisory

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:

Madeline Heckman​
Investor Relations Director, Individual Market Memberships
+44 (0) 212 224 3640


For Providers of Sub-Advisory Services, please contact:

Randy Klein

Executive Director, Business Development
+1 212 224 3629

For Buyers of Sub-Advisory Services, please contact:

Madeline Heckman​

Investor Relations Director, Individual Market Memberships
+1 212 224 3640

For Buyers of Sub-Advisory Services, please contact:

Adam Grainger

Investor Relations Manager
+1 212 224 3689